Wealth Manager

3 days ago

Australia Crossing Hurdles Full time

Overview
Join to apply for the
Wealth manager | $85/hr Remote
role at
Crossing Hurdles
.
Location: Remote
• Duration: 1–2 months (with possible extension)
• Commitment: ~20 hrs/week (part-time, flexible)
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.
Seniority level
Mid-Senior level
Employment type
Contract
Job function
Finance and Consulting
Note: This description reflects the job posting information and does not include unrelated postings or notices.
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