Overview
Join to apply for the Wealth manager | $85/hr Remote role at Crossing Hurdles.
Location: Remote • Duration: 1–2 months (with possible extension) • Commitment: ~20 hrs/week (part-time, flexible)
Base pay range
$70.00/hr - $85.00/hr
Details
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)
Role Responsibilities (Training support will be provided)
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.
Refine AI-produced reports, recommendations, and financial strategies to align with real-world client needs.
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.
Requirements
Strong professional experience as a Financial Advisor, Wealth Manager, or similar advisory role.
Bachelor’s degree in Finance, Economics, Business, or related field ; advanced certifications such as CFP, CFA, CPA, ChFC are a solid 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 setting.
Seniority level
Mid-Senior level
Employment type
Contract
Job function
Finance and Consulting
Note: This description reflects the job posting information and does not include unrelated postings or notices.
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📌 Wealth Manager $85/hr Remote Bendigo
🏢 Crossing Hurdles
📍 Bendigo