Financial Advisor
W
Weekday AIFinancial Services AI
United StatesContractSenior
Salary not disclosed
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Job Details
- Experience
- Several years
- Required Skills
- BudgetingRisk Management
Requirements
- Several years of direct, client-facing experience as a Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
- Proficiency in budgeting, cash flow, debt management, retirement planning, college funding, and risk management.
- CFP certification preferred; CFA or ChFC with significant client engagement considered.
- Outstanding written and verbal communication skills with the ability to simplify complex topics.
- Proven dedication to fiduciary responsibilities and regulatory compliance.
- Experience in mentoring colleagues or standardizing planning procedures.
- Ability to work autonomously and asynchronously in a remote environment.
Responsibilities
- Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions.
- Evaluate AI-generated suggestions for appropriateness, clarity, compliance, and practical applicability.
- Record the progression of real advisor-client discussions, including goal prioritization and trade-offs.
- Outline decision-making frameworks, common heuristics, and benchmarks used in practice.
- Provide written feedback to improve AI explanations and client communications.
- Detect and highlight compliance or risk-related concerns using a fiduciary approach.
- Support the creation and refinement of financial planning workflows.
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