Certified Financial Planner; CFP​/CFA)

our partner is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charter holders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks that mirror real comprehensive planning and advice work.

• Build, review, and critique comprehensive financial plans for realistic client households.

• Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.

• Provide clear, structured written explanations of your reasoning and the advice you would give a real client.

• Technology professionals with RSUs, ISOs, and concentrated stock positions

• Pre-retirees and retirees:
  Social Security timing, withdrawal sequencing, Roth conversions, and RMDs

• High-net-worth households: asset allocation, tax-aware rebalancing, and tax-loss harvesting

• Families with education funding, insurance needs, and estate-planning coordination

• Business owners: retirement plan design, succession, and cash-flow planning

• Life transitions: divorce, widowhood, inheritance, and career changes

• Active CFP® certification and/or CFA charter.

• 5+ years of hands-on, client-facing financial planning or wealth management experience (currently or recently).

• Based in the United States, with strong knowledge of US tax, retirement, and investment rules.

• Excellent attention to detail and clear written communication.

• Both CFP® and CFA, or additional credentials (CPA, EA, CPWA®, ChFC®, CAIA).

• Experience at a fee-only RIA, advice-only practice, or established wealth management firm.

• Experience with equity compensation, retirement income planning, and portfolio construction.

• Apply your planning expertise to shape how AI systems give real-world financial advice.

• Fully remote and flexible, at a highly competitive hourly rate.

• Collaborate with a leading fintech and AI team.

This is a 100% remote contract role. Applicants must be located in:
United States.