Financial Planner | $95/hr Remote

At Crossing Hurdles, we work as a referral partner. We refer candidates to our partner that collaborates with world’s leading AI research labs to build and train cutting-edge AI models.Position: Financial Advising ExpertReferral Partner: Crossing HurdlesType: Hourly contractCompensation: $70–$95 per hourLocation: RemoteDuration: 1–2 months (with potential extension)Commitment: 10-40 hours/week, flexible and asynchronousRole Responsibilities:Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.Calibrate investment and retirement planning models to ensure financial soundness and client suitability.Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning.Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs.Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems.Requirements:Strong experience as a Financial Advisor, Wealth Manager, or in related advisory roles.Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus.Deep understanding of financial planning principles, including retirement, estate, and investment planning.Strong client-facing communication skills with the ability to interpret and explain complex financial strategies.Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising.Application Process: (Takes 20 min)Submit your resume and application formComplete a short AI interview (15 minutes) to discuss your advisory expertiseParticipate in a paid work trial (3 hours) where you’ll complete domain-specific tasks