Base pay range
$*****/hr - $*****/hr
Founder | Recruitment Consultant | Helping Companies Hire Better | Ex-Career Coach | Ex-Snapdeal, HP, NITI Aayog, Gartner, CBSE
At Crossing Hurdles, we work as a referral partner. We refer candidates to our partner that collaborates with world's leading AI research labs to build and train cutting-edge AI models.
Referral Partner
: Crossing Hurdles
Type
: Hourly contract
Compensation
: $70–$95 per hour
Location
: Remote
Duration
: 1–2 months (with potential extension)
Commitment
: ***** hours/week, flexible and asynchronous
Role Responsibilities
Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.
Calibrate investment and retirement planning models to ensure financial soundness and client suitability.
Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning.
Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs.
Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems.
Requirements
Strong experience as a Financial Advisor, Wealth Manager, or in related advisory roles.
Bachelor's degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus.
Deep understanding of financial planning principles, including retirement, estate, and investment planning.
Strong client-facing communication skills with the ability to interpret and explain complex financial strategies.
Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising.
Application Process
Submit your resume and application form.
Complete a short AI interview (15 minutes) to discuss your advisory expertise.
Participate in a paid work trial (3 hours) where you'll complete domain-specific tasks.
Seniority level
Mid-Senior level
Employment type
Contract
Job function
Finance
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