Wealth Manager
@ Crossing Hurdles

Hybrid
$197,600
Hybrid
Contractor
Posted 5 days ago

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XXXXXXXXXX XXXXXXXXX XXXXXXXXXX******* @crossinghurdles.com
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Job Details

About the Wealth Manager Role

At Crossing Hurdles, we work as a referral partner referring candidates to our partner, collaborating with world-leading AI research labs to build and train cutting-edge AI models. This Wealth Manager role is an hourly contract position offering training support in evaluating and refining AI-generated financial plans.

Role Responsibilities

  • Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.
  • Calibrate investment and retirement planning models for 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 documents.
  • Collaborate asynchronously with AI and product teams to enhance system reliability.

Ideal Qualifications

Candidates should have strong professional experience in financial advising or wealth management. A Bachelor’s degree in Finance, Business, Economics, or a related field is required, with advanced certifications (CFP, CFA, CPA, ChFC) strongly preferred. Applicants must understand financial planning principles including retirement, estate, and investment planning and have excellent client-facing communication skills, along with familiarity with regulatory standards, compliance, and fiduciary responsibilities.

Application Process

  • Upload your resume (15 min process)
  • Participate in an AI interview (10 min)
  • Submit the application form

Key skills/competency

  • financial advising
  • wealth management
  • investment planning
  • retirement planning
  • compliance
  • risk profiling
  • asset allocation
  • AI evaluation
  • client communication
  • audit
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How to Get Hired at Crossing Hurdles

🎯 Tips for Getting Hired

  • Research Crossing Hurdles culture: Explore their mission, values, and updates online.
  • Customize your resume: Highlight financial advising and AI integration skills.
  • Prepare for interviews: Practice technical and compliance scenarios.
  • Follow application instructions: Upload resume and complete the AI interview.

📝 Interview Preparation Advice

Technical Preparation

Review financial planning software.
Study basic AI model operations.
Practice compliance and audit techniques.
Simulate asset allocation and risk exercises.

Behavioral Questions

Describe client conflict resolution experiences.
Explain teamwork in challenging projects.
Share examples of clear communication.
Discuss handling regulatory pressure in decisions.

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