Financial Advising Expert | $95/hr Remote jobs in United States
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Crossing Hurdles ยท 1 day ago

Financial Advising Expert | $95/hr Remote

positionUnited States
timeContract
remoteRemote
seniorityMid Level
money$70/hr - $95/hr

Crossing Hurdles is seeking a Financial Advising Expert to evaluate AI-generated financial plans and advisory outputs. The role involves calibrating financial models, simulating workflows, and collaborating with teams to enhance advisory processes.

Staffing & Recruiting

Responsibilities

Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance
Calibrate investment, retirement, and cash flow planning models for financial soundness and suitability
Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
Review and refine AI-produced reports, recommendations, and financial strategy documents
Collaborate asynchronously with AI and product teams to improve the reliability of advisory workflows

Qualification

Financial advising experienceFinancial planning principlesCompliance knowledgeRegulatory standardsWritten communication skills

Required

Professional experience in financial advising, wealth management, or a closely related advisory role
Strong understanding of financial planning principles including retirement, investment, and estate planning
Ability to interpret, evaluate, and explain complex financial strategies clearly
Familiarity with compliance, regulatory standards, and fiduciary responsibilities
High attention to detail and strong written communication skills

Company

Crossing Hurdles

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At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals.
dateFounded in 2022
people-size11-50 employees
web-link
https://www.crossinghurdles.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase