Top 33 Certified financial planner Jobs in Remote

Personal Finance Advisor / Certified Financial Planner®
AuraOne Human Data —Remote
- $50 - $110 an hour
- Remote
- Bilingual
- CPA
- Writing skills
2d
Certified Financial Planner
LearnLux —Remote
- $80,000 - $110,000 a year
- Evenings as needed
- Remote
- Spanish
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
4h
Senior Financial Planner (New Client Development)
Edelman Financial Engines, LLC —Remote
- $250,000 - $325,000 a year
- Remote
- 7 years
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Senior Financial Planner - Remote (PST Time Zone)
EP Wealth Advisors, LLC —Remote
- $90,000 - $120,000 a year
- Full-time
- Remote
- Research
- 3 years
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Financial Professional
Equitable Advisors —Remote
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Financial Professional
Stone Press Financial Group —North Myrtle Beach, SC
- $80,000 a year
- Remote
- CPA
- Research
- Mid-level
- Life insurance
Quick Apply
Private Wealth Advisor
Manhattan West Enterprise Company LLC —Los Angeles, CA
- Full-time
- Remote
- Background check
- 5 years
- Business development
- Health insurance
- Dental insurance
Quick Apply
Entry Level - Financial Advisor
Equitable Advisors —Remote
- $33,400 a year
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Equitable Advisors —Remote
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Entry Level - Wealth Manager
Equitable Advisors —Remote
- $33,400 a year
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Personal Finance Coach – Spain
Financial Finesse —Remote
- Part-time
- Spanish
- Public speaking
- English
Retirement Planning Cnslt I - Client Team (East NY/W CT)
Transamerica —Remote
- $66,000 - $80,000 a year
- Full-time
- 3 years
- Business development
- Bachelor's degree
- Wellness program
- Paid parental leave
Personal Finance Coach – Switzerland
Financial Finesse —Remote
- Part-time
- Public speaking
- English
- Research
Director, Financial Planning
Edelman Financial Engines, LLC —Remote
- Remote
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Personal Finance Coach – Uruguay
Financial Finesse —Remote
- Part-time
- Spanish
- Public speaking
- English
Personal Finance Coach – Poland
Financial Finesse —Remote
- Part-time
- Public speaking
- English
- Research
Personal Finance Coach – Singapore
Financial Finesse —Remote
- Part-time
- Public speaking
- English
- Research
Personal Finance Coach – Bulgaria
Financial Finesse —Remote
- Part-time
- Public speaking
- English
- Research
Personal Finance Coach – Italy
Financial Finesse —Remote
- Part-time
- Public speaking
- English
- Research
Personal Finance Coach – France
Financial Finesse —Remote
- Part-time
- Public speaking
- English
- Research

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certified financial planner jobs near remote

Personal Finance Advisor / Certified Financial Planner®

AuraOne Human Data
Remote

Apply Now

Job Details

$50 - $110 an hour
2 days ago

Qualifications

Writing skills

Full Job Description

Personal Finance Advisor / Certified Financial Planner® is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Why this role matters

Finance and risk workflows leave no room for fuzzy reasoning. AuraOne uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.

Responsibilities

Review AI outputs against current finance and risk standards, regulations, and firm policy for Personal Finance Advisor / Certified Financial Planner® assignments.
Re-perform calculations and flag rounding, classification, or treatment errors.
Tag compliance, reconciliation, and disclosure issues with structured severity scores.
Capture the corrected workpaper or narrative so the modeling team can train on it.
Adjudicate disputed treatments against published standards or firm guidance.
Maintain reviewer-quality scores in inter-rater calibration cycles.

Qualifications

Direct working experience with finance and risk on real engagements, transactions, or audits for Personal Finance Advisor / Certified Financial Planner® work.
CPA, CFA, ACA, or comparable credential — or equivalent applied experience.
Comfort applying multi-page rubrics consistently across long batches.
Clear written reasoning that cites standards, regulations, or firm policy.
Reliable async availability for at least 10 hours per week.

Example tasks

Re-perform a finance and risk calculation produced by a model and flag any rounding or classification errors.
Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
Adjudicate a disputed treatment between two reviewers using current standards.
Audit a 25-row batch for rubric consistency and report drift to the program lead.

Nice to have

Big Four, bulge-bracket, or in-house controller / risk experience.
Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
Bilingual experience for cross-jurisdiction reviews.

Skills

Financial analysis
Audit-grade review
Regulatory standards
Risk assessment
Finance and risk
budgeting
cfp certification
client relationship management
compliance
debt management
fiduciary standard
financial planning

Work model

Remote — US-eligible. Remote · Independent specialist contractor. Employment type: CONTRACTOR. Applicants must be authorized to work from US.

Compensation

$50–$110 / hr

Application process

Apply through AuraOne's specialist intake for role-specific routing and review. Final project scope, schedule, and contractor terms are confirmed before placement.

Apply Now

Refine Your Search

certified financial planner jobs in remote

Personal Finance Advisor / Certified Financial Planner®

Certified Financial Planner

Senior Financial Planner (New Client Development)

Senior Financial Planner - Remote (PST Time Zone)

Financial Professional

Associate Financial Professional

Private Wealth Advisor

Entry Level - Financial Advisor

Wealth Management Associate

Entry Level - Wealth Manager

Personal Finance Coach – Spain

Retirement Planning Cnslt I - Client Team (East NY/W CT)

Personal Finance Coach – Switzerland

Director, Financial Planning

Personal Finance Coach – Uruguay

Personal Finance Coach – Poland

Personal Finance Coach – Singapore

Personal Finance Coach – Bulgaria

Personal Finance Coach – Italy

Personal Finance Coach – France

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