Financial Advising Expert | $95/hr Remote jobs in United States
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Crossing Hurdles ยท 2 hours 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 ensure their accuracy and relevance. The role involves collaborating with teams to enhance advisory systems and refining financial documents.

Staffing & Recruiting

Responsibilities

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

Qualification

Financial advising experienceFinancial planning principlesCompliance knowledgeRegulatory standards familiarityExplain strategiesWritten communicationAttention to detail

Required

Experience in financial advising, wealth management, or related advisory roles
Strong understanding of financial planning principles including retirement, estate, and investment planning
Ability to interpret and explain complex financial strategies clearly
Familiarity with compliance, regulatory standards, and fiduciary responsibilities
Strong written communication skills and attention to detail

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