Roles at Moneymap / Role details
Shape Financial Futures as a CFP® at Moneymap
Moneymap is redefining financial planning—pairing cutting-edge AI with expert human guidance. We’re seeking a savvy Certified Financial Planner (CFP®) ready to blend financial wisdom with innovative tech to deliver meaningful, actionable advice.
Who we are
About Moneymap
Moneymap is a fintech startup transforming financial advice by integrating AI-driven insights and hands-on CFP expertise. Our unique human-in-the-loop model empowers users with smart, personalized guidance, enhanced by continuous learning and human oversight. If you’re passionate about reshaping how financial advice is delivered and thrive at the intersection of finance and technology, we’re your kind of place.
About the team
Since 2006, we've been dedicated to making financial advice smarter, clearer, and more accessible. Our seasoned team combines deep fintech experience, leading-edge AI innovation, and genuine financial planning expertise. We’re driven by a culture of curiosity, collaboration, and constant learning—leveraging nearly two decades of insights to create the future of financial planning.
What we're building
We’ve merged AI precision with human judgment. Our users receive clear, personalized financial advice guided by AI and refined by CFPs. Our interactive To-Do Dashboard helps users turn advice into action, while CFPs continually enhance the AI’s understanding through intuitive tools, including speech-to-speech training. Our model is designed to evolve rapidly, informed by continuous learning from real-world user interactions.
What you'll do
Financial Planner – Client-Facing (Direct User Interaction)
Join Moneymap as a part-time Certified Financial Planner (CFP), investing 5–10 hours per week directly engaging with our users. You’ll play a pivotal role in delivering smart, personalized financial advice while shaping our cutting-edge, AI-enhanced financial planning platform.
Key Responsibilities
- Personalized Guidance: Deliver clear, actionable, and customized financial advice to our users.
- AI Collaboration: Partner closely with our AI and engineering teams to refine advice quality and platform integration.
- Compliance Excellence: Ensure strict adherence to industry ethics and regulatory standards.
- Proactive Improvement: Provide feedback and insights to help continuously enhance our platform and processes.
Who you are
We're looking for someone who meets these essential qualifications. If you have them, we strongly encourage you to apply. Additional preferred qualifications are great bonuses.
Requirements
- CFP certification in good standing.
- At least 3 years of experience providing financial planning or advice.
- Strong communication skills and the ability to explain complex financial concepts in an accessible manner.
- Comfort with technology and a willingness to engage with AI-driven financial advice tools.
- Enthusiasm for joining a startup environment and shaping a product from the ground up.
Preferred qualifications
- Prior experience in fast-paced startup or innovative environments.
- Structured, analytical problem-solving abilities.
- Familiarity with Intercom or similar customer engagement platforms.
What we offer
- Competitive hourly compensation.
- Equity participation in an innovative fintech startup.
- Fully remote and flexible working hours (5-10 hours per week)—perfect for supplemental income.
- Collaboration with an experienced, innovative team dedicated to reshaping financial advice for tech-savvy users.
Our Culture
Moneymap champions a culture of innovation, empowerment, and trust. We deeply value diverse perspectives and foster an inclusive environment that encourages everyone to succeed and contribute meaningfully.
Location
Fully remote
Job Type
Part-time contractor
(5-10 hours/week)
We look forward to hearing from you
Ready to help shape the future of financial advice? At Moneymap, we value passion, curiosity, and diverse experiences. If your background doesn't perfectly align with every requirement, we still encourage you to apply—your unique journey and perspective are important to us. Join us in building smarter, clearer financial guidance.
About Moneymap
Moneymap combines expert financial planners and AI to help you confidently manage your money and achieve real progress. Currently available as a free research preview—join now and help shape the future of financial advice.
Get Started
You deserve personalized financial advice that meets you exactly where you are.
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