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.
- 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
Note: This posting is for a role with Crossing Hurdles, a recruitment firm.
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