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 strong plus.
- Deep knowledge of financial planning principles, including retirement, estate, and investment planning.
- Solid 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 environment.
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
🏢 Crossing Hurdles
📍 Mackay