Senior Personal Finance Advisor
Job Summary
Experienced personal finance professionals will find a full-time opportunity as a Senior Personal Finance & Tax Expert, focusing on AI training for real-world financial topics and scenarios, supporting individuals and households remotely.
Key responsibilities
- Preparing individual tax returns and providing personal tax planning and advice
- Advising clients on investments, asset allocation, and comprehensive financial planning
- Supporting clients with estate planning, debt management, and equity compensation matters
Required qualifications
- Currently based in the United States
- At least 10 years of directly relevant professional experience
- Significant experience advising individuals or households in personal finance
- Ability to apply senior-level judgment and explain complex financial concepts clearly
- Relevant credentials such as CPA, EA, CFP, or equivalent experience
Complete Job Description
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