Financial Advisor Job at AquSag Technologies

Job Description

Join our team as an Everyday Personal Finance Advisor (CFP®) AI Trainer and help shape the future of AI-assisted financial planning. In this impactful role, you’ll leverage your expertise with mainstream American households to review real-world client scenarios, evaluate AI-generated guidance, and offer actionable feedback to ensure technology truly serves both advisors and clients. You’ll collaborate asynchronously with a leading AI lab, focusing on practical, empathetic advice for everyday people navigating budgeting, debt, saving, retirement planning, and basic investing decisions.

Job Responsibility

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

Requirements

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

Nice to have

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

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Financial Advisor

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