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Remote CFP Finance Advisor; Part-Time AI-Savvy Planning Expert

Remote / Online - Candidates ideally in
Austin, Travis County, Texas, 73301, USA
Listing for: Crossing Hurdles
Part Time, Remote/Work from Home position Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 68880 - 151536 USD Yearly USD 68880.00 151536.00 YEAR

Job Description & How to Apply Below

Position: Remote CFP Finance Advisor (Part-Time) — AI-Savvy Planning Expert
A financial services company in the United States is looking for a part-time Personal Finance Advisor / Certified Financial Planner. In this remote role, you will review financial scenarios, evaluate AI-generated advice, and provide actionable guidance on financial planning. The ideal candidate has several years of experience in financial advising and strong expertise in budgeting, debt management, and retirement planning.

Excellent communication skills and CFP® certification are preferred.
The Remote CFP Finance Advisor (Part-Time) — AI-Savvy Planning Expert role at Crossing Hurdles is now open for applications in United States. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. This is a Part Time role. The position is based in United States. This opportunity is part of our work in Finance.
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