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Remote CFP Financial Planner & Personal Finance Advisor
Remote / Online - Candidates ideally in
Essex Junction, Chittenden County, Vermont, 05452, USA
Listed on 2026-07-03
Essex Junction, Chittenden County, Vermont, 05452, USA
Listing for:
Crossing Hurdles
Part Time, Remote/Work from Home
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics. Ideal candidates will have several years of client-facing experience in financial planning with a strong understanding of budgeting and retirement planning. CFP certification is preferred, ensuring adherence to fiduciary responsibilities and compliance standards.
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