Wealth manager | Upto $95/hr | Remote

At Crossing Hurdles, we work as a referral partner. We refer candidates to our partner that collaborates with world’s leading AI research labs to build and train cutting-edge AI models. Position: Financial Advising ExpertType: Hourly ContractCompensation: $70–$95/hourLocation: RemoteDuration: 1–2 monthsCommitment: 10 - 40 hours/week Role Responsibilities (Training support will be provided) :Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to real-world client needs.Calibrate investment and retirement planning models for financial soundness and client suitability.Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning.Review and refine AI-produced reports, recommendations, and strategic documents, ensuring clarity and actionable insights for clients.Collaborate asynchronously with AI and product teams to enhance the reliability and trustworthiness of AI-driven advisory systems. Ideal Qualifications:Strong professional experience in financial advising, wealth management, or related advisory roles.Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) strongly preferred.Deep understanding of financial planning principles including retirement, estate, and investment planning.Excellent client-facing communication skills with the ability to interpret and explain complex financial strategies.Familiarity with regulatory standards, compliance, and fiduciary responsibilities. Application Process (15 min)Upload resumeParticipate in AI interview (10 min)Submit form