Crossing Hurdles · 6 days ago
Financial Advisor | $95/hr Remote
United States
Contract
Remote
Mid Level
$70/hr - $95/hrCrossing Hurdles is seeking a Financial Advising Expert to evaluate AI-generated financial plans and improve advisory workflows. The role involves reviewing financial strategies, calibrating planning models, and collaborating with AI teams to enhance the accuracy and relevance of financial advice.
Staffing & Recruiting
Hiring Manager
Sankalp Chhabra
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
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
At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase