Financial Advisor | Upto $95/hr 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.
Base pay range $70.00/hr - $95.00/hr
Direct message the job poster from Crossing Hurdles
Role details Type: Hourly Contract
Compensation: $70–$95/hour
Location: Remote
Duration: 1–2 months
Commitment: ~20 hours/week, part-time, flexible, and asynchronous
Role Responsibilities 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.
Ideal Qualifications 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.
Application process Upload resume
AI interview based on your resume (15min)
Job details 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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