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Remote Personal Finance Advisor; CFP; Part-Time
Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-10-11
San Jose, Santa Clara County, California, 95199, USA
Listing for:
Crossing Hurdles
Part Time, Remote/Work from Home
position Listed on 2026-10-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A growing financial advisory firm seeks a skilled Personal Finance Advisor / Certified Financial Planner to provide expertise to clients in budgeting, retirement planning, and debt management. The ideal candidate will review AI-generated financial advice, ensuring clarity and compliance while delivering actionable guidance. The position is part-time and remote, requiring excellent communication and solid experience in client-facing financial planning. CFP certification is preferred, supporting a commitment to high fiduciary standards.
We are currently recruiting a Remote Personal Finance Advisor (CFP) - Part-Time for our team in United States. The position is based in United States. This opportunity is part of our work in Finance. The advertised compensation is 68.. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above.
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