Finance Expert | Remote jobs in United States
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Crossing Hurdles · 9 hours ago

Finance Expert | Remote

Crossing Hurdles is seeking a Personal Financial Advisor to assist clients with their personal finance needs. The role involves creating deliverables based on finance requests, applying professional judgment to financial scenarios, and contributing to AI research.

Staffing & Recruiting

Responsibilities

Create tasks and deliverables based on common real-world personal finance requests
Apply professional judgment to diagnose and solve domain-specific financial scenarios
Contribute structured written outputs to support AI research and model improvement
Ensure clarity, accuracy, and practical relevance in all financial content
Work independently while adhering to defined research guidelines and timelines

Qualification

Personal finance expertiseFinancial advisory workflowsWritten communicationAttention to detailIndependent work

Required

Strong professional experience as a personal financial advisor or related role
Strong domain expertise in personal finance and advisory workflows
Excellent written communication skills with strong grammar and spelling
Ability to work independently in a remote, flexible environment
High attention to detail and consistency in deliverables

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