Financial Planner | Remote

Financial Planner | $85/hr Remote — Crossing Hurdles

Join to apply for the Financial Planner | $85/hr Remote role at Crossing Hurdles
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$70.00/hr - $85.00/hr

• Type: Hourly Contract
• Compensation: $70–$85/hour (based on experience)
• Location: Remote
• Duration: 1–2 months (with possible extension)
• Commitment: ~20 hrs/week (part-time, flexible)

• Review and evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client suitability.
• Calibrate investment and retirement planning models to ensure soundness and practical application.
• Simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement income planning
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• Refine AI-produced reports, recommendations, and financial strategies to align with real-world client needs
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• Provide structured feedback to improve the reliability and trustworthiness of AI-driven financial systems.
• Collaborate asynchronously with AI researchers and product teams to refine model outputs.

• Strong professional experience as a Financial Advisor, Wealth Manager, or similar advisory role
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• Bachelor’s degree in Finance, Economics, Business, or related field
  ; advanced certifications such as CFP, CFA, CPA, ChFC are a strong plus.
• Deep knowledge of financial planning principles
  , including retirement, estate, and investment planning.
• Strong communication skills with the ability to interpret and explain complex financial strategies.
• Familiarity with compliance, fiduciary duties, and regulatory standards in financial advising.
• Ability to work independently and asynchronously in a remote environment.

Crossing Hurdles is a recruitment firm. We refer top candidates to our partners working with the world’s leading AI research labs to help build and train cutting-edge AI models.

Referral notices and other job postings are provided for context and do not constitute guarantees of employment.