At a Glance
- Tasks: Review AI-generated financial plans and provide feedback for accuracy and compliance.
- Company: Join Crossing Hurdles, a recruitment firm connecting talent with top AI research labs.
- Benefits: Earn $70–$85/hr, enjoy flexible part-time hours, and work remotely.
- Other info: Opportunity for professional growth and collaboration with innovative teams.
- Why this job: Make an impact in the evolving field of AI-driven financial planning.
- Qualifications: Experience as a Financial Advisor and a degree in Finance or related field.
The predicted salary is between 85 - 85 $ per hour.
Overview
Join to apply for the Financial Planner role at Crossing Hurdles.
Details
- Type: Hourly Contract
- Compensation: $70–$85/hour (based on experience)
- Location: Remote
- Duration: 1–2 months (with possible extension)
- Commitment: ~20 hrs/week (part-time, flexible)
Role Responsibilities (Training support will be provided)
- Review and evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client suitability.
- Calibrate investment and retirement planning models to ensure soundness and practical application.
- Simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement income planning.
- Refine AI-produced reports, recommendations, and financial strategies to align with real-world client needs.
- Provide structured feedback to improve the reliability and trustworthiness of AI-driven financial systems.
- Collaborate asynchronously with AI researchers and product teams to refine model outputs.
Requirements
- Strong professional experience as a Financial Advisor, Wealth Manager, or similar advisory role.
- Bachelor’s degree in Finance, Economics, Business, or related field; advanced certifications such as CFP, CFA, CPA, ChFC are a strong plus.
- Deep knowledge of financial planning principles, including retirement, estate, and investment planning.
- Strong communication skills with the ability to interpret and explain complex financial strategies.
- Familiarity with compliance, fiduciary duties, and regulatory standards in financial advising.
- Ability to work independently and asynchronously in a remote environment.
Company
Crossing Hurdles is a recruitment firm. We refer top candidates to our partners working with the world’s leading AI research labs to help build and train cutting-edge AI models.
Financial Planner – Remote employer: Crossing Hurdles
Join a dynamic consulting firm that values innovation and leadership in the rapidly evolving AI landscape. With a flexible work schedule and competitive pay, we foster a collaborative culture that encourages professional growth and empowers our employees to make impactful contributions. Our remote work environment allows you to thrive while working alongside talented professionals dedicated to excellence in the Professional, Scientific, and Technical Services sector.
