Crossing Hurdles · 7 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
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
At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals.
Funding
Current Stage
Early StageCompany data provided by crunchbase