About the Job
Crossing Hurdles is a specialized recruitment firm that connects experienced financial advisors with top-tier AI research labs to drive advancements in financial technology. This position allows professionals to apply their real-world advisory expertise to enhance and evaluate AI-generated financial planning systems, ensuring accuracy, compliance, and client relevance.
Key Responsibilities
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Evaluate AI-generated financial plans and advisory outputs for precision, compliance, and suitability.
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Calibrate investment and retirement models to ensure soundness and alignment with client goals.
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Simulate, audit, and refine asset allocation, risk profiling, and retirement income planning workflows.
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Review and improve AI-generated reports and recommendations for practical client application.
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Collaborate asynchronously with AI and product teams to improve model reliability and trustworthiness.
(Training and support will be provided for all assigned tasks.)
Ideal Qualifications
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Proven professional experience as a Financial Advisor, Wealth Manager, or related role.
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Bachelor’s degree in Finance, Business, or Economics (advanced certifications like CFP, CFA, CPA, or ChFC strongly preferred).
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Strong understanding of retirement, estate, and investment planning strategies.
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Excellent communication and analytical skills to interpret complex financial data and client goals.
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Familiarity with regulatory compliance, fiduciary duties, and financial ethics.
Application Process
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Submit resume and complete application form.
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Attend a short AI interview (15 minutes) to discuss financial advisory experience.
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Participate in a paid 3-hour work trial performing domain-specific tasks.
This opportunity empowers financial advisors to influence the future of AI-driven financial services by ensuring these technologies meet professional standards of accuracy, trust, and human insight.