[Remote] Certified Financial Planner® / Personal Finance Advisor

Note: The job is a remote job and is open to candidates in USA. micro1 is seeking a Certified Financial Planner® / Personal Finance Advisor to join their team and assist in shaping the future of AI-assisted financial planning. This remote, part-time role involves leveraging expertise to improve AI support for financial advisors and clients, while providing insights on everyday financial planning scenarios. Responsibilities • Review realistic financial planning scenarios that reflect everyday client conversations, covering budgets, emergency funds, debt payoff, retirement planning, and more. • Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households. • Detail how you would conduct advisory conversations — including question frameworks, goal prioritization, and tradeoff discussions (e.g., mortgage payments vs. 401(k) matching, debt repayment vs. investing). • Articulate actionable decision rules and rules of thumb used with real clients (such as cash reserve targets or savings-rate benchmarks). • Deliver written feedback to refine AI explanations, next steps, and tradeoff framing — focusing on clear, empathetic language for non-experts. • Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance). Skills • Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households (W-2 income, standard employer retirement plans, common debts, and insurance needs). • Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management for everyday clients. • CFP® certification strongly preferred (or CFP exam passed with relevant experience), though ChFC or other credentials considered when paired with substantial practical experience. • Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language. • High professional integrity, strong compliance orientation, and commitment to a fiduciary/client-first standard. • Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving. • Experience blending holistic planning and financial coaching, especially in mass-market or workplace advisor roles. • Experience mentoring junior advisors or developing planning process materials (checklists, playbooks, workflows). Company Overview • Micro1 offers an AI platform that converts human expertise into structured datasets and recruitment processes for companies. It was founded in 2022, and is headquartered in Palo Alto, California, USA, with a workforce of 51-200 employees. Its website is Apply tot his job Apply tot his job