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מעל 80,000 משרות • 4,000 חדשות ביום
חינם. בלי פרסומות. בלי אותיות קטנות.

Financial Advising Expert | $85/hr Remote

Crossing Hurdles

תל אביב - יפו

Financial Advising Expert | $85/hr Remote

Crossing Hurdles

תל אביב - יפו
עבודה מהבית
20,000-30,000 ₪ (הערכה מבוססת AI)
זוהי הערכת טווח שכר מבוססת AI ולא פרסום של המעסיק

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.