Finance Advisor | Remote jobs in United States
cer-icon
Apply on Employer Site
company-logo

Crossing Hurdles · 7 hours ago

Finance Advisor | Remote

Crossing Hurdles is a company seeking a Personal Financial Advisor to support clients with their personal finance needs. The role involves creating deliverables, applying financial expertise, and contributing to AI research while working independently in a flexible remote environment.

Staffing & Recruiting
Hiring Manager
Sankalp Chhabra
linkedin

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

twitter
company-logo
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