Wealth manager | $85/hr Remote

Crossing Hurdles is a recruitment firm. We refer top candidates to our partners working with the world’s leading AI research labs to help build and train cutting-edge AI models.

Position: Financial Advising Expert

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.
• Strong 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.