Overview
Crossing Hurdles is a recruitment firm connecting experienced financial advisors with leading AI research labs for cutting-edge technology development.
Type : Hourly Contract
Compensation : $70–$95/hour
Location : Remote
Duration : 1–2 months
Commitment : ~20 hours/week, part-time, flexible, and asynchronous
Role Responsibilities
- Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to client needs.
- Calibrate investment and retirement planning models for financial soundness and suitability.
- Simulate, audit, and refine workflows including asset allocation, risk profiling, and retirement income planning.
- Review and improve AI-produced financial reports, recommendations, and strategic documents with a focus on real-world client needs.
- Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of AI-driven advisory solutions.
Ideal Qualifications
- Strong professional experience as a Financial Advisor, Wealth Manager, or in related advisory roles.
- Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a solid advantage.
- Deep understanding of financial planning principles including retirement, estate, and investment strategies.
- Excellent client-facing communication skills, with ability to interpret and explain complex financial strategies.
- Familiarity with compliance, regulatory requirements, and fiduciary responsibilities.
Application Process
- Submit resume and application form.
- Complete a short AI interview (15 minutes) discussing advisory experience.
- Participate in a paid work trial (3 hours) completing domain-specific tasks.
- This role enables advisors to directly shape the reliability and quality of AI-powered financial services, helping to build tomorrow’s trusted advisory solutions.
Seniority level
- Mid-Senior level
Employment type
- Contract
Job function
- Finance
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📌 Wealth manager | Upto $95/hr | Remote
🏢 Crossing Hurdles
📍 Bendigo