
Senior Financial Planner
2 weeks ago
Financial Planning Expertise
Evaluate and refine AI-generated financial plans to ensure accuracy, compliance, and relevance for clients. This involves optimizing investment and retirement planning models to guarantee soundness and suitability.
Key responsibilities include simulating and auditing workflows such as asset allocation, risk profiling, and retirement income planning. Review and refine AI-produced reports, recommendations, and strategic documents with a focus on real-world client needs.
Collaborate with AI and product teams to enhance the reliability, compliance, and trustworthiness of AI-driven advisory systems.
Qualifications
- At least 2 years of experience in financial advisory roles or related fields
- Bachelor's degree in Finance, Business, Economics, or related disciplines
- Advanced certifications (CFP, CFA, CPA, ChFC) preferred
- In-depth understanding of financial planning principles including retirement, estate, and investment planning
- Excellent communication skills with ability to interpret and explain complex financial strategies
- Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
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