Financial Advisor | Upto $95/hr Remote

Crossing Hurdles; United States; À distance; USD 96 432 - 130 872; Temps partiel

Résumé du poste

A financial services firm is seeking a Mid-Senior level Financial Advisor for a remote, part-time contract role. You will evaluate AI-generated financial plans, collaborate with product teams, and ensure compliance in client-facing communications. The ideal candidate has financial advisory experience and relevant qualifications. Compensation ranges from $70 to $95 per hour.

Qualifications

• Professional experience in advisory roles is required.
• Advanced certifications (CFP, CFA, CPA, CHF) are a strong advantage.
• Familiarity with compliance and fiduciary responsibilities.

Responsabilités

• Evaluate AI-generated financial plans for accuracy and relevance.
• Calibrate investment and retirement planning models.
• Simulate and refine workflows for financial planning.
• Review AI-produced financial reports focusing on client needs.
• Collaborate with AI teams to improve advisory solutions.

Connaissances

Strong professional experience as a Financial Advisor

Excellent client-facing communication skills

Deep understanding of financial planning principles

Formation

Bachelor’s degree in Finance, Business, or Economics

Description du poste

Overview

Crossing Hurdles provides pay ranges. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70.00/hr - $95.00/hr

Direct message the job poster from Crossing Hurdles

Role details

Type: Hourly Contract

Compensation: $70–$95/hour

Location: Remote

Duration: 1–2 months

Commitment: ~20 hours/week, part-time, flexible, and asynchronous

Role Responsibilities

• 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

• Upload resume
• AI interview based on your resume (15min)

Job details

• Senior ity level: Mid-Senior level
• Employment type: Contract
• Job function: Finance
• Location: Remote
• Duration: 1–2 months
• Commitment: ~20 hours/week, part-time, flexible, and asynchronous

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