Wealth manager | Upto $95/hr | Remote

Crossing Hurdles is a recruitment firm connecting experienced financial advisors with leading AI research labs to help develop and benchmark advanced AI systems for wealth management, retirement planning, and investment advisory services.

Position: Financial Advising Expert
Type: Hourly Contract
Compensation: $70–$95/hour
Location: Remote
Duration: 1–2 months
Commitment: ~20 hours/week, part-time, flexible, asynchronous

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 :

• Submit resume and application form.
• Complete a short AI interview (15 minutes) to discuss advisory expertise.
• Participate in a paid work trial (3 hours) with domain-specific tasks.

This is an urgent opportunity to shape how tomorrow’s AI systems deliver financial advice. Interested advisors should apply promptly to be considered for this impactful project.