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Finance Analyst | $95/hr Remote

عن بعدعقدعن بعد٧٠ - ٩٥ USD
Financial AdvisingWealth ManagementPortfolio ConstructionRetirement PlanningCFPCFA

وصف الوظيفة

Crossing Hurdles is hiring a Financial Advising Expert for a remote contract role. Responsibilities include reviewing AI-generated financial plans, reports, and advisory outputs. You will calibrate AI models across retirement planning, portfolio construction, and cash flow analysis while auditing asset allocation and risk profiling workflows. This role requires approximately 20 hours per week.

المسؤوليات

  • Review AI-generated financial plans, reports, and advisory outputs
  • Calibrate AI models across retirement planning, portfolio construction, and cash flow analysis
  • Evaluate compliance, suitability, and real-world client applicability
  • Audit asset allocation, risk profiling, and retirement income workflows
  • Provide domain-specific feedback to improve AI reliability and trust

المؤهلات

  • Strong experience in financial advising or wealth management
  • Degree in Finance, Business, Economics, or related field
  • CFP, CFA, CPA, or ChFC preferred
  • Strong client-facing communication skills
  • Knowledge of regulatory and fiduciary standards

معلومات الوظيفة

تم النشر

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الحالة

منتهية الصلاحية