Financial Advisor – CFA, CFP

Weekday (YC W21)

Financial Advisor utilizing expertise to influence AI model training and provide client advisory scenarios. No prior AI experience needed, specialized domain knowledge counts.

Posted 6/5/2026contractRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.
Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.
Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.
Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates).
Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications.
Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists).
Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

Requirements

What you’ll need

Several years of direct, client-facing experience delivering comprehensive financial planning to typical households, holding positions like Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment).
CFP® certification is highly preferred (or passing the CFP exam combined with significant related experience); credentials such as CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered.
Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists.
A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity.
Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures.
Ability to work autonomously and asynchronously in a remote work environment.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Weekday (YC W21) Website LinkedIn All Job Openings 11 - 50 employees Founded 2021 ☁️ SaaS 🎯 Recruiter Human Resources
SaaS
Recruitment Weekday is a modern recruitment platform that combines AI technologies with a vast database of potential candidates, aiming to streamline the hiring process for companies in India. They offer various services, including a proactive outreach approach that helps employers connect with top talent, as well as tools for candidates to easily apply for jobs. Weekday's emphasis on candidate engagement through multiple channels, including email, WhatsApp, and phone calls, sets it apart in the competitive landscape of recruitment agencies. Financial Advisor – CFA, CFP Job not on LinkedIn 🔥 12 minutes ago 🇺🇸 United States – Remote ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.
Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.
Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.
Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates).
Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications.
Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists).
Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising. 🎯 Requirements
Several years of direct, client-facing experience delivering comprehensive financial planning to typical households, holding positions like Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment).
CFP® certification is highly preferred (or passing the CFP exam combined with significant related experience); credentials such as CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered.
Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists.
A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity.
Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures.
Ability to work autonomously and asynchronously in a remote work environment. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Middle FP&A Manager 🔥 6 hours ago Stellartech Research Corporation 51 - 200 ⚕️ Healthcare Insurance 🧬 Biotechnology Website LinkedIn All Job Openings Middle FP&A Manager at StellarTech contributing to financial planning and analysis. Collaborating with Marketing, Product, and Analytics teams while handling budgeting and forecasting. 🇺🇸 United States – Remote ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Interim CFO 🔥 12 hours ago Ascent CFO Solutions 11 - 50 🤝 B2B 💸 Finance ☁️ SaaS Website LinkedIn All Job Openings Interim CFO providing financial leadership and strategic direction in fast-paced environments for startups and SMEs. Engaging in transformational initiatives across various industries and supporting client satisfaction. 🇺🇸 United States – Remote ⏳ Contract/Temporary 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Strategy & Finance Consultant 🕒 3 days ago OPEN MINDS Circle 51 - 200 ⚕️ Healthcare Insurance 📚 Education Website LinkedIn All Job Openings Healthcare Consultant providing strategic advice to clients in health services with project management responsibilities. Expertise required in financial analysis, performance management, and client engagement. 🇺🇸 United States – Remote 💵 $100k / year ⏳ Contract/Temporary 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Senior Accounting and Finance Professional 🕒 3 days ago Terac 1 - 10 🤖 Artificial Intelligence 🤝 B2B Website LinkedIn All Job Openings Participate in 30-minute remote video interviews sharing your experience with financial software. Join a paid study aimed at improving finance and accounting tools. 🇺🇸 United States – Remote 💵 $75 / hour ⏳ Contract/Temporary 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Commercial Finance Manager – Contract 🕒 3 days ago Liftoff Mobile 501 - 1000 Website LinkedIn All Job Openings Senior Manager-level contractor supporting Liftoff's Commercial FP&A team while owning revenue reporting and strategic insights. Fast-paced work environment for performance marketing platform. 🇺🇸 United States – Remote 💵 $100 - $113 / hour ⏳ Contract/Temporary 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

budgetingcash flow evaluationdebt managementretirement planningcollege fundingrisk managementinsurance needs assessmentfinancial planningworkflow developmentstandardization of procedures

Soft Skills

written communicationverbal communicationsimplifying complex subjectsdedication to fiduciary responsibilitiesregulatory complianceclient service integritymentoringautonomous workasynchronous workclient engagement

Certifications

CFPCFAChFC