Nextmark

Financial Advisor (CFA or CFP)

Contractor · Remote · 3 openings

In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

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 & 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.

$0/hr

Remote