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- Tasks: Help clients navigate personal finance and improve AI-driven banking solutions.
- Company: Join a forward-thinking company collaborating with a leading AI research lab.
- Benefits: Earn $100-$200/hr, work remotely, and gain valuable experience.
- Why this job: Make a real difference in people's financial lives while working with innovative technology.
- Qualifications: Experience in banking and strong communication skills are essential.
- Other info: Flexible part-time role with opportunities for growth and mentorship.
The predicted salary is between 80 - 160 Ā£ per hour.
At Crossing Hurdles, we work as a referral partner. We refer candidates to our client, which collaborates with a leading AI research lab to improve AI systems designed to support everyday personal banking and financial decisionāmaking.
Position: Personal Banker / Financial Solutions Advisor
Type: Partātime, Contract
Compensation: $100ā$200/hr
Location: Remote
Requirements
- Several years of handsāon experience as a Personal Banker, Relationship Banker, Universal/Branch Banker, or Financial Solutions Advisor at a major bank or credit union
- Strong expertise in conducting needsābased client conversations and matching customers to appropriate banking and basic investment solutions
- Solid understanding of core consumer banking products, including checking and savings accounts, CDs, credit/debit cards, overdraft policies, personal and auto loans, retirement accounts, and digital banking tools
- Demonstrated experience supporting clients with budgeting, expense management, debt payoff strategies, and emergency savings
- Strong personal financial planning knowledge for massāmarket and midāmarket households
- Exceptional written and verbal communication skills with the ability to explain financial concepts in clear, empathetic language
- High integrity with a strong compliance and risk management mindset and commitment to client confidentiality
- (Preferred) Experience in a Financial Solutions Advisor or hybrid banking/investments role
- (Preferred) Relevant licenses or certifications (e.g., Series 6/7/63/65/66, insurance licenses, CFP), active or previously held
- (Preferred) Experience mentoring or coaching bankers on financial conversations or wellness programs
- (Preferred) Familiarity with personal finance apps, digital advice tools, or customer experience design
Role Responsibilities
- Review realistic scenarios reflecting inābranch and digital banking conversations across budgeting, savings, lending, and investing topics
- Evaluate AIāgenerated financial guidance for suitability, clarity, and practicality for everyday clients
- Document conversation flows, question frameworks, and decision rules used in real client interactions
- Provide written feedback to improve explanations, next steps, and tradeāoff framing for nonāexpert audiences
- Identify compliance and risk considerations, clearly defining when to avoid advice or elevate to specialists
- Collaborate asynchronously with research teams to refine AIādriven financial planning experiences
Application process:
(Takes 7ā30 minutes)
- Upload resume
Referrals increase your chances of interviewing at Crossing Hurdles by 2x
Financial Solutions Advisor | $200/hr Remote in London employer: Crossing Hurdles
Contact Detail:
Crossing Hurdles Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Financial Solutions Advisor | $200/hr Remote in London
āØTip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Financial Solutions Advisor role. A personal referral can make all the difference, so donāt be shy about asking for introductions.
āØTip Number 2
Prepare for those interviews by brushing up on your financial knowledge and communication skills. Practice explaining complex concepts in simple terms, as this will show your ability to connect with clients and make their banking experience smoother.
āØTip Number 3
Donāt forget to showcase your hands-on experience! Be ready to share specific examples of how you've helped clients with budgeting or investment decisions. Real-life stories resonate well and demonstrate your expertise.
āØTip Number 4
Finally, apply through our website! Itās quick and easy, and weāre always looking for talented individuals like you. Plus, applying directly can give you a better chance of standing out in the crowd.
We think you need these skills to ace Financial Solutions Advisor | $200/hr Remote in London
Some tips for your application š«”
Tailor Your Resume: Make sure your resume highlights your experience as a Personal Banker or Financial Solutions Advisor. We want to see how your skills match the job description, so donāt be shy about showcasing your expertise in consumer banking products and financial planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why youāre the perfect fit for this role. We love seeing candidates who can communicate complex financial concepts in a clear and empathetic way, so let your personality come through!
Showcase Relevant Experience: When filling out your application, make sure to highlight any relevant licenses or certifications you hold. If you've mentored others in financial conversations or have experience with digital banking tools, we want to know about it!
Apply Through Our Website: We encourage you to apply directly through our website. Itās quick and easy, and it helps us keep track of your application. Plus, it shows us youāre serious about joining our team at Crossing Hurdles!
How to prepare for a job interview at Crossing Hurdles
āØKnow Your Financial Products
Make sure you brush up on your knowledge of core consumer banking products. Be ready to discuss checking and savings accounts, loans, and investment options. This will show that you understand the essentials and can communicate them clearly.
āØPractice Needs-Based Conversations
Since this role involves conducting needs-based client conversations, practice how you would approach these discussions. Think about how to ask open-ended questions and listen actively to identify clients' financial needs.
āØShowcase Your Communication Skills
Prepare to demonstrate your exceptional written and verbal communication skills. You might be asked to explain complex financial concepts in simple terms, so think of examples where you've done this successfully in the past.
āØHighlight Your Compliance Mindset
Given the importance of compliance and risk management in this role, be ready to discuss your experience with maintaining client confidentiality and adhering to regulations. Share specific examples that illustrate your integrity and attention to detail.
