Finance Specialist | $95/hr Remote
Posted 3 days ago by Crossing Hurdles
Negotiable
Undetermined
Remote
United Kingdom
Summary: The role of Financial Advising Expert at Mercor, facilitated by Crossing Hurdles, involves evaluating AI-generated financial plans and ensuring their accuracy and compliance. The position is remote and offers flexible hours, requiring a commitment of 10-40 hours per week for a duration of 1-2 months, with potential for extension. Candidates must possess strong financial advisory experience and relevant qualifications to effectively collaborate with AI and product teams.
Key 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.
Key Skills:
- 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.
Salary (Rate): £95.00/hr
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
At Crossing Hurdles, we work as a referral partner. We refer candidates to Mercor that collaborates with world’s leading AI research labs to build and train cutting-edge AI models.
Organization: Mercor
Position : Financial Advising Expert
Referral Partner : Crossing Hurdles
Type : Hourly contract
Compensation : $70–$95 per hour
Location : Remote
Duration : 1–2 months (with potential extension)
Commitment : 10-40 hours/week, flexible and asynchronous
Role 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)
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