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- Tasks: Review AI-generated financial plans and provide feedback for accuracy and compliance.
- Company: Crossing Hurdles connects top talent with leading AI research labs.
- Benefits: Enjoy flexible remote work with competitive pay of $70-$85/hr.
- Why this job: Join a cutting-edge team and make an impact in the finance and AI sectors.
- Qualifications: Requires experience as a Financial Advisor and a relevant degree; certifications are a plus.
- Other info: Part-time commitment of around 20 hours per week, with potential for extension.
Overview
Join to apply for the Wealth manager | $85/hr Remote role at Crossing Hurdles
1 day ago Be among the first 25 applicants
This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay
$70.00/hr – $85.00/hr
Company
Crossing Hurdles is a recruitment firm. We refer top candidates to our partners working with the world’s leading AI research labs to help build and train cutting-edge AI models.
Type: Hourly Contract
Compensation: $70–$85/hour (based on experience)
Location: Remote
Duration: 1–2 months (with possible extension)
Commitment: ~20 hrs/week (part-time, flexible)
Role Responsibilities
- Review and evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client suitability.
- Calibrate investment and retirement planning models to ensure soundness and practical application.
- Simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement income planning.
- Refine AI-produced reports, recommendations, and financial strategies to align with real-world client needs.
- Provide structured feedback to improve the reliability and trustworthiness of AI-driven financial systems.
- Collaborate asynchronously with AI researchers and product teams to refine model outputs.
Requirements
- Strong professional experience as a Financial Advisor, Wealth Manager, or similar advisory role.
- Bachelor’s degree in Finance, Economics, Business, or related field; advanced certifications such as CFP, CFA, CPA, ChFC are a strong plus.
- Deep knowledge of financial planning principles, including retirement, estate, and investment planning.
- Strong communication skills with the ability to interpret and explain complex financial strategies.
- Familiarity with compliance, fiduciary duties, and regulatory standards in financial advising.
- Ability to work independently and asynchronously in a remote environment.
Seniority level
- Mid-Senior level
Employment type
- Contract
Job function
- Finance and Consulting
Referrals increase your chances of interviewing at Crossing Hurdles by 2x
Locations
Manchester Area, United Kingdom; London, England, United Kingdom; Birmingham, England, United Kingdom; West Midlands, England, United Kingdom; London, England, United Kingdom; Edinburgh, Scotland, United Kingdom; Greater London, United Kingdom; Bristol, England, United Kingdom
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Wealth manager | $85/hr Remote employer: Crossing Hurdles
Contact Detail:
Crossing Hurdles Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth manager | $85/hr Remote
✨Tip Number 1
Network with professionals in the finance and wealth management sectors. Attend virtual events or webinars where you can connect with industry experts and learn about the latest trends, which can give you an edge in your application.
✨Tip Number 2
Familiarise yourself with AI-driven financial tools and platforms. Understanding how these technologies work will not only enhance your skill set but also demonstrate your adaptability to potential employers.
✨Tip Number 3
Prepare to discuss real-world scenarios during interviews. Be ready to explain how you've handled complex financial situations in the past, as this will showcase your expertise and problem-solving abilities.
✨Tip Number 4
Research Crossing Hurdles and their partners thoroughly. Knowing their values, mission, and the specific AI models they work with will help you tailor your discussions and show genuine interest in the role.
We think you need these skills to ace Wealth manager | $85/hr Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Advisor or Wealth Manager. Emphasise your skills in financial planning, compliance, and communication, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of AI in financial advising. Mention specific experiences where you've calibrated financial models or provided structured feedback on financial strategies.
Highlight Relevant Certifications: If you have advanced certifications like CFP, CFA, or CPA, make them prominent in your application. These qualifications can set you apart from other candidates.
Showcase Remote Work Experience: Since this is a remote position, include any previous remote work experience. Highlight your ability to work independently and asynchronously, which is essential for collaborating with AI researchers and product teams.
How to prepare for a job interview at Crossing Hurdles
✨Showcase Your Expertise
Make sure to highlight your professional experience as a Financial Advisor or Wealth Manager. Be prepared to discuss specific cases where you've successfully evaluated financial plans or provided strategic advice.
✨Demonstrate Communication Skills
Since strong communication is key in this role, practice explaining complex financial strategies in simple terms. This will show your ability to make financial concepts accessible to clients.
✨Familiarise Yourself with Compliance
Brush up on compliance, fiduciary duties, and regulatory standards relevant to financial advising. Being knowledgeable about these areas will demonstrate your commitment to ethical practices.
✨Prepare for Remote Collaboration
As the role is remote, be ready to discuss how you manage your time and work independently. Share examples of how you've successfully collaborated with teams asynchronously in the past.
