Overview
Join to apply for the Financial Advisor | $85/hr Remote role at Crossing Hurdles
This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$70.00/hr - $85.00/hr
Type: Hourly Contract
Compensation: $70–$85/hour (based on expertise and location)
Location: Remote
Duration: 1–2 months (project-based)
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.
Job details
Seniority level : Mid-Senior level
Employment type : Contract
Job function : Finance
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