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Financial Planner | $85/hr Remote

$85 per hour

Crossing Hurdles

Financial Planner | $85/hr Remote — Crossing Hurdles

Overview

Join to apply for the Financial Planner | $85/hr Remote role at Crossing Hurdles .

Base pay range

$70.00/hr - $85.00/hr

Details

  • 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 (Training support will be provided)

  • 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.

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.

Referral notices and other job postings are provided for context and do not constitute guarantees of employment.

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Vacancy posted 17 hours ago
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