Financial Advising Expert | $85/hr Remote

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

Position: Financial Advising Expert

Type: Hourly Contract

Compensation: $70–$85/hour (based on expertise and location)

Location: Remote

Duration: 1–2 months (project-based)

Commitment: ~20 hours/week, part-time (flexible scheduling)

Role Responsibilities

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

Requirements

• 2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory roles.
• Bachelor’s degree in Finance, Business, Economics, or related fields.
• Advanced certifications (CFP, CFA, CPA, ChFC) strongly preferred.
• Deep understanding of financial planning principles including retirement, estate, and investment planning.
• Strong client-facing communication skills with ability to interpret and explain complex financial strategies.
• Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising.