Finance Analyst | $95/hr Remote jobs in United States
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Crossing Hurdles · 5 hours ago

Finance Analyst | $95/hr Remote

Crossing Hurdles is seeking a Financial Advising Expert to review AI-generated financial plans and enhance AI models related to financial advising. The role involves auditing asset allocation and providing domain-specific feedback to improve 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

Financial advisingWealth managementCFPCFACPAChFCDegree in FinanceRegulatory standardsClient-facing communication

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

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