[Remote] CFA/CFP Financial Advisor - Remote

Note: The job is a remote job and is open to candidates in USA. YO IT Consulting is seeking a CFA/CFP Financial Advisor for a remote position. The role involves applying financial expertise to train AI systems, focusing on providing realistic advisory scenarios and enhancing client communication.ResponsibilitiesEvaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream householdsAssess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income familiesDocument how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision pointsDetail 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 communicationIdentify 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 advisingSkills3+ 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 ConsultantExpertise 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 workExceptional written and verbal communication skills, with a talent for breaking down complex topics for non-expertsDemonstrated commitment to fiduciary standards, compliance, and high-integrity client serviceExperience mentoring others, developing workflows, or standardizing planning processesComfort working asynchronously and independently in a remote settingPrior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firmsBackground designing or improving standardized planning processes or digital advisory journeysFamiliarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory spaceCompany OverviewOur Core mission is to develop, deploy, or integrate artificial intelligence (AI) — including machine learning (ML), data analytics, automation, natural language processing (NLP), computer vision, and related technologies — to solve real-world problems, improve decision-making, automate repetitive tasks, and deliver intelligent solutions across industries. It was founded in 2018, and is headquartered in Abu Dhabi, Abu Dhabi Emirate, AE, with a workforce of 51-200 employees. Its website is https://www.yoitconsulting.com.