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CH

Financial Services Consultant | Remote

Crossing Hurdles

Remote Posted Jul 7, 2026
ContractFinancial Analysis

Job Description

Position: Financial Services Expert Type: Contract Compensation $80 - $110/hour Location: Remote Commitment: 10-40 hrs/week Role Responsibilities Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation. Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns. Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations. Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning. Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels. Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables. Requirements Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning. Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment. Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely. Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households. Analytical mindset and attention to detail when reviewing and critiquing content. Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards. Application Process Easy Apply on LinkedIn Check email for next steps Participate in resume evaluation & interview stage

Requirements

  • Email — 2 years
$80

Competitive compensation

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About Crossing Hurdles

CH

Crossing Hurdles

CategoryFinancial Analysis
TypeContract
LocationRemote
ExpiresNo expiry