Stellenbeschreibung:
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.
Organization: MercorPosition: Financial Advising ExpertReferral partner: Crossing HurdlesType: Hourly ContractCompensation: $70–$95/hourLocation: RemoteDuration: 1–2 monthsCommitment: 10-40 hours/week, 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, CHF) 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 (15 min)Upload resumeParticipate in AI interview (10 min)Submit form
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