Financial Solutions Advisor | Remote

Financial Solutions Advisor | $200/hr Remote

1 day ago Be among the first 25 applicants

This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$100.00/hr - $200.00/hr

At Crossing Hurdles, we work as a referral partner. We refer candidates to our client, which collaborates with a leading AI research lab to improve AI systems designed to support everyday personal banking and financial decision‑making.

Position: Personal Banker / Financial Solutions Advisor

Type: Part‑time, Contract

Compensation: $100‑$200/hr

Location: Remote

• Several years of hands‑on experience as a Personal Banker, Relationship Banker, Universal/Branch Banker, or Financial Solutions Advisor at a major bank or credit union
• Strong expertise in conducting needs‑based client conversations and matching customers to appropriate banking and basic investment solutions
• Solid understanding of core consumer banking products, including checking and savings accounts, CDs, credit/debit cards, overdraft policies, personal and auto loans, retirement accounts, and digital banking tools
• Demonstrated experience supporting clients with budgeting, expense management, debt payoff strategies, and emergency savings
• Strong personal financial planning knowledge for mass‑market and mid‑market households
• Exceptional written and verbal communication skills with the ability to explain financial concepts in clear, empathetic language
• High integrity with a strong compliance and risk management mindset and commitment to client confidentiality
• (Preferred) Experience in a Financial Solutions Advisor or hybrid banking/investments role
• (Preferred) Relevant licenses or certifications (e.g., Series 6/7/63/65/66, insurance licenses, CFP), active or previously held
• (Preferred) Experience mentoring or coaching bankers on financial conversations or wellness programs
• (Preferred) Familiarity with personal finance apps, digital advice tools, or customer experience design

• Review realistic scenarios reflecting in‑branch and digital banking conversations across budgeting, savings, lending, and investing topics
• Evaluate AI‑generated financial guidance for suitability, clarity, and practicality for everyday clients
• Document conversation flows, question frameworks, and decision rules used in real client interactions
• Provide written feedback to improve explanations, next steps, and trade‑off framing for non‑expert audiences
• Identify compliance and risk considerations, clearly defining when to avoid advice or elevate to specialists
• Collaborate asynchronously with research teams to refine AI‑driven financial planning experiences

(Takes 7–30 minutes)

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Referrals increase your chances of interviewing at Crossing Hurdles by 2x