Overview
Finance Specialist | $85/hr Remote at Crossing Hurdles
Type: Hourly Contract
Compensation: $70–$85/hour (based on expertise and location)
Location: Remote
Duration: 1–2 months (project-based)
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.
Solid 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
Note: This posting is for a role with Crossing Hurdles, a recruitment firm.
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