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- Tasks: Evaluate and improve AI-generated financial plans while collaborating with tech teams.
- Company: Crossing Hurdles connects financial advisors with leading AI research labs.
- Benefits: Earn up to $95/hour, enjoy flexible remote work, and gain valuable experience.
- Why this job: Make a real impact in finance by enhancing AI-driven advisory solutions.
- Qualifications: Experience as a Financial Advisor and strong communication skills required.
- Other info: Part-time role with a commitment of around 20 hours per week.
Crossing Hurdles is a recruitment firm connecting experienced financial advisors with leading AI research labs for cutting-edge technology development.
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.
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Financial Planner | Upto $95/hr Remote employer: Crossing Hurdles
Contact Detail:
Crossing Hurdles Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner | Upto $95/hr Remote
✨Tip Number 1
Get your networking game on! Reach out to fellow financial advisors and industry contacts. We all know that sometimes it’s not just what you know, but who you know that can help you land that gig.
✨Tip Number 2
Prepare for that AI interview like it’s the final exam! Brush up on your advisory experience and be ready to showcase how you can add value. We want to see your passion and expertise shine through!
✨Tip Number 3
Don’t underestimate the power of a work trial! Treat it as your chance to impress. Show us your skills in action and how you can tackle those domain-specific tasks with ease.
✨Tip Number 4
Apply through our website for a smoother process! It’s quick and easy, plus you’ll be in the loop for any updates. We’re excited to see your application come through!
We think you need these skills to ace Financial Planner | Upto $95/hr Remote
Some tips for your application 🫡
Tailor Your Resume: Make sure your resume highlights your experience as a Financial Advisor or Wealth Manager. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Showcase Your Qualifications: If you've got any advanced certifications like CFP, CFA, or CPA, make them pop! We love seeing those credentials because they show us you’re serious about your profession.
Be Clear and Concise: When filling out the application form, keep your answers straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your experience and skills.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re in the running for this exciting opportunity.
How to prepare for a job interview at Crossing Hurdles
✨Know Your Financial Stuff
Make sure you brush up on your financial planning principles, especially around retirement and investment strategies. Be ready to discuss your experience with these topics in detail, as they’ll likely come up during the interview.
✨Showcase Your Communication Skills
Since this role involves client-facing interactions, practice explaining complex financial concepts in simple terms. You want to demonstrate that you can make financial strategies accessible and understandable for clients.
✨Familiarise Yourself with AI Tools
Given the focus on AI-driven solutions, it’s a good idea to get acquainted with how AI can enhance financial planning. Be prepared to discuss any relevant experience you have with technology in your advisory work.
✨Prepare for the AI Interview
The initial AI interview is your chance to shine! Think about the key points you want to convey about your advisory experience and practice answering common questions succinctly. This will help you feel more confident and articulate during the actual interview.