Financial Planner

5 days ago

Melbourne, Victoria, Australia Crossing Hurdles Full time

Overview
Financial Planner | $85/hr Remote — Crossing Hurdles
Remote contract opportunity with Crossing Hurdles. This is an hourly contract position with potential extension and ~20 hours per week.
Base pay range
$70.00/hr - $85.00/hr
Location: Remote
Role details
Type:
Hourly Contract
Compensation:
$70–$85/hour (based on experience)
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.
Qualifications
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.
Job details
Seniority level:
Mid-Senior level
Employment type:
Contract
Job function:
Finance and Consulting
Note: Referrals increase your chances of interviewing at Crossing Hurdles.
Get notified about new Financial Planner jobs in
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.
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