Everyday Personal Finance Advisor (CFP®) AI Trainer
About this role
Everyday Personal Finance Advisor (CFP®) AI Trainer
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.
Key Responsibilities
- Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
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