Weekday AI
Financial Services
FinancialAdvisorCFAorCFP
“Financial Advisor - CFA or CFP at Weekday AI. Skills: Financial planning, Client-facing experience, Fiduciary responsibilities. Analyze advisory scenarios. Assess advisory scenarios”
Industry & Context.
US ONLY
What They're Looking For.
Must Have
Several years of client-facing experience, Proficiency in budgeting, Proficiency in cash flow evaluation, Proficiency in debt management, Proficiency in retirement planning strategies, Proficiency in college funding, Proficiency in fundamental risk management, Fiduciary responsibilities, Regulatory compliance, Client service with integrity, Experience in mentoring colleagues, Experience developing workflows, Experience standardizing financial planning procedures, Ability to work autonomously, Ability to work asynchronously
Nice to Have
CFP® certification, Passing the CFP exam, CFA credentials, ChFC credentials, Substantial mainstream client engagement, Previous roles combining financial planning with coaching, Workplace financial consultant experience, Advisor at national firms experience, Experience designing planning methodologies, Experience enhancing planning methodologies, Experience designing digital advisory experiences, Experience enhancing digital advisory experiences, Knowledge of personal finance applications, Knowledge of digital advisory platforms, Knowledge of AI-powered tools, Interest in innovation
What You'll Do.
Analyze advisory scenarios
Assess advisory scenarios
Evaluate AI suggestions
Record advisor-client discussions
Guide clients through decisions
Outline decision-making frameworks
Outline common heuristics
Provide written feedback
Improve AI explanations
Improve AI recommendations
Improve AI communications
Detect compliance concerns
Advise appropriate referrals
Support workflow creation
Support workflow refinement
Embody best practices
How You'll Work.
Communication Scope
Written communication; Verbal communication; Simplifying complex subjects
Applying for this Financial Advisor - CFA or CFP role?
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