Wealth Manager | Remote jobs in United States
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Crossing Hurdles · 1 day ago

Wealth Manager | Remote

Crossing Hurdles is seeking a Personal Financial Advisor to provide expert financial advice and support. The role involves creating deliverables based on personal finance requests and contributing to AI research through structured written outputs.

Staffing & Recruiting
Hiring Manager
Sankalp Chhabra
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Responsibilities

Create tasks and deliverables based on common real-world personal finance requests
Apply professional judgment to diagnose and solve domain-specific financial scenarios
Contribute structured written outputs to support AI research and model improvement
Ensure clarity, accuracy, and practical relevance in all financial content
Work independently while adhering to defined research guidelines and timelines

Qualification

Personal financial advisingDomain expertise in personal financeWritten communicationAttention to detailIndependent work

Required

Strong professional experience as a personal financial advisor or related role
Strong domain expertise in personal finance and advisory workflows
Excellent written communication skills with strong grammar and spelling
Ability to work independently in a remote, flexible environment
High attention to detail and consistency in deliverables

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.

Funding

Current Stage
Early Stage
Company data provided by crunchbase