Wealth manager | Upto $95/hr | Remote

Crossing Hurdles is a recruitment firm connecting experienced financial advisors with leading AI research labs for cutting-edge technology development.

Position: Financial Advising Expert

Type: Hourly Contract

Compensation: $70–$95/hour

Location: Remote

Duration: 1–2 months

Commitment: ~20 hours/week, part-time, flexible, and asynchronous

Role Responsibilities (Training support will be provided) :

• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to client needs.
• Calibrate investment and retirement planning models for financial soundness and suitability.
• Simulate, audit, and refine workflows including asset allocation, risk profiling, and retirement income planning.
• Review and improve AI-produced financial reports, recommendations, and strategic documents with a focus on real-world client needs.
• Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of AI-driven advisory solutions.

Ideal Qualifications :

• Strong professional experience as a Financial Advisor, Wealth Manager, or in related advisory roles.
• Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong advantage.
• Deep understanding of financial planning principles including retirement, estate, and investment strategies.
• Excellent client-facing communication skills, with ability to interpret and explain complex financial strategies.
• Familiarity with compliance, regulatory requirements, and fiduciary responsibilities.

Application Process :

• Submit resume and application form.
• Complete a short AI interview (15 minutes) discussing advisory experience.
• Participate in a paid work trial (3 hours) completing domain-specific tasks.
• This role enables advisors to directly shape the reliability and quality of AI-powered financial services, helping to build tomorrow’s trusted advisory solutions.

This role enables advisors to directly shape the reliability and quality of AI-powered financial services, helping to build tomorrow’s trusted advisory solutions.