Financial Advisor | Remote

Overview

Crossing Hurdles provides pay ranges. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$70.00/hr - $95.00/hr

Direct message the job poster from Crossing Hurdles

Type: Hourly Contract

Compensation: $70–$95/hour

Location: Remote

Duration: 1–2 months

Commitment: ~20 hours/week, part-time, flexible, and asynchronous

• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to client needs.
• Calibrate investment and retirement planning models for financial soundness and suitability.
• Simulate, audit, and refine workflows including asset allocation, risk profiling, and retirement income planning.
• Review and improve AI-produced financial reports, recommendations, and strategic documents with a focus on real-world client needs.
• Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of AI-driven advisory solutions.

• Strong professional experience as a Financial Advisor, Wealth Manager, or in related advisory roles.
• Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, CHF) are a strong advantage.
• Deep understanding of financial planning principles including retirement, estate, and investment strategies.
• Excellent client-facing communication skills, with ability to interpret and explain complex financial strategies.
• Familiarity with compliance, regulatory requirements, and fiduciary responsibilities.

• Upload resume
• AI interview based on your resume (15min)

• Senior ity level: Mid-Senior level
• Employment type: Contract
• Job function: Finance
• Location: Remote
• Duration: 1–2 months
• Commitment: ~20 hours/week, part-time, flexible, and asynchronous

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