Financial Analyst | $160/hr | Remote
Posted 7 days ago by Crossing Hurdles
Negotiable
Undetermined
Remote
United Kingdom
Summary: The role of Certified Financial Planner® / Personal Financial Advisor at Crossing Hurdles involves collaborating with a leading AI research lab to enhance AI-assisted financial planning tools. This part-time position requires several years of client-facing experience and a strong understanding of various financial planning aspects. The advisor will evaluate AI-generated financial advice and provide actionable insights to improve client interactions. Exceptional communication skills and a commitment to client-first standards are essential for success in this role.
Key Responsibilities:
- Review realistic financial planning scenarios reflecting everyday client conversations and household financial decisions
- Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households
- Describe advisory conversations in detail, including question frameworks, goal prioritization, and tradeoff discussions
- Articulate actionable rules of thumb and decision frameworks used with real clients
- Provide written feedback to refine AI explanations, next steps, and empathetic framing for non-expert audiences
- Identify compliance, scope, and risk considerations, advising when to escalate or refer to specialists such as CPAs, attorneys, or insurance professionals
Key Skills:
- Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or similar role
- Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management
- CFP® certification strongly preferred; ChFC or similar credentials considered with substantial practical experience
- Exceptional written and verbal communication skills
- High professional integrity with a strong compliance mindset
- Hands-on experience with standardized financial planning processes and proactive problem-solving
- Preferred experience combining holistic financial planning with client coaching approaches
- Preferred background mentoring junior advisors or developing planning workflows, playbooks, or process documentation
Salary (Rate): £160.00/hr
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
At Crossing Hurdles, we work as a referral partner. We refer candidates to our client, which collaborates with a leading AI research lab to build and refine AI-assisted financial planning tools for real-world household use.
Position: Certified Financial Planner® / Personal Financial Advisor
Type: Part-time
Compensation: $100 - $160/hr
Location: Remote
Duration: Flexible part-time engagement
Requirements: (Training support will be provided)
- Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or similar role serving mainstream American households
- Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management
- CFP® certification strongly preferred (or CFP exam passed with relevant experience); ChFC or similar credentials considered with substantial practical experience
- Exceptional written and verbal communication skills with the ability to explain complex tradeoffs in clear, reassuring language
- High professional integrity with a strong compliance mindset and commitment to a fiduciary, client-first standard
- Hands-on experience with standardized financial planning processes and proactive problem-solving
- (Preferred) Experience combining holistic financial planning with client coaching approaches
- (Preferred) Background mentoring junior advisors or developing planning workflows, playbooks, or process documentation
Role Responsibilities:
- Review realistic financial planning scenarios reflecting everyday client conversations and household financial decisions
- Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households
- Describe advisory conversations in detail, including question frameworks, goal prioritization, and tradeoff discussions
- Articulate actionable rules of thumb and decision frameworks used with real clients
- Provide written feedback to refine AI explanations, next steps, and empathetic framing for non-expert audiences
- Identify compliance, scope, and risk considerations, advising when to escalate or refer to specialists such as CPAs, attorneys, or insurance professionals
Application process: (Takes 7–30 mins)
- Upload resume
- AI interview (camera on, scenario-based evaluation)
- Submit form