Crossing Hurdles · 8 hours ago
Finance Consultant | $95/hr Remote
United States
Contract
Remote
Mid Level
$70/hr - $95/hrCrossing Hurdles is seeking a Financial Advising Expert to review AI-generated financial plans and calibrate AI models. The role involves evaluating compliance, auditing asset allocation, and providing feedback to enhance AI reliability.
Staffing & Recruiting
Responsibilities
Review AI-generated financial plans, reports, and advisory outputs
Calibrate AI models across retirement planning, portfolio construction, and cash flow analysis
Evaluate compliance, suitability, and real-world client applicability
Audit asset allocation, risk profiling, and retirement income workflows
Provide domain-specific feedback to improve AI reliability and trust
Qualification
Required
Strong experience in financial advising or wealth management
Degree in Finance, Business, Economics, or related field
Strong client-facing communication skills
Knowledge of regulatory and fiduciary standards
Preferred
CFP, CFA, CPA, or ChFC preferred
Benefits
Paid 3-hour work trial
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