Remote Personal Finance Advisor (CFP) - Part-Time

Crossing Hurdles

A growing financial advisory firm seeks a skilled Personal Finance Advisor / Certified Financial Planner to provide expertise to clients in budgeting, retirement planning, and debt management. The ideal candidate will review AI-generated financial advice, ensuring clarity and compliance while delivering actionable guidance. The position is part-time and remote, requiring excellent communication and solid experience in client-facing financial planning. CFP certification is preferred, supporting a commitment to high fiduciary standards. #J-18808-Ljbffr

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Vacancy posted 2 days ago

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