Financial Advisor AI Trainer

Financial Advisor AI Trainer

Join our customer’s team as an Everyday Personal Finance Advisor (CFP®) AI Trainer and help shape the future of AI-assisted financial planning. In this impactful role, you’ll leverage your expertise with mainstream American households to review real-world client scenarios, evaluate AI-generated guidance, and offer actionable feedback to ensure technology truly serves both advisors and clients. You’ll collaborate asynchronously with a leading AI lab, focusing on practical, empathetic advice for everyday people navigating budgeting, debt, saving, retirement planning, and basic investing decisions.

Key Responsibilities

• Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
• Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
• Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
• Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
• Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
• Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
• Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.

Required Skills and Qualifications

• Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
• Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
• CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
• Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
• Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
• Experience mentoring others, developing workflows, or standardizing planning processes.
• Comfort working asynchronously and independently in a remote setting.

Preferred Qualifications

• Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
• Background designing or improving standardized planning processes or digital advisory journeys.
• Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

Key skills/competency

• Financial Planning
• AI Training
• Client Scenarios
• Fiduciary Standards
• Debt Management
• Retirement Planning
• Budgeting
• Communication Skills
• CFP Certification
• CFA Certification