Apply on Employer Site

micro1 · 3 days ago

Certified Financial Planner® / Personal Finance Advisor

United States

Part-time

Remote

Mid, Senior Level

4+ years exp

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.

Artificial Intelligence (AI)ConsultingEmploymentHuman ResourcesRecruiting

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)

Qualification

CFP® certificationClient-facing experienceBudgeting expertiseRetirement planningDebt managementRisk managementCommunication skillsHigh professional integrityCompliance orientationFinancial problem-solving

Required

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