[Remote] Personal Financial Consultant | Remote

Note: The job is a remote job and is open to candidates in USA. Crossing Hurdles is seeking a Personal Financial Advisor to provide personalized financial guidance. The role involves delivering actionable advice on budgeting, investment planning, retirement strategies, and debt management while ensuring compliance with regulatory standards.ResponsibilitiesDeliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt managementReview and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning toolsProvide clear, structured written feedback to help enhance AI systems ability to support advisors and end clients with diverse financial needsCommunicate complex financial concepts in a client-centric, easily understandable wayUtilize strong judgment to balance immediate financial needs with long-term planning considerationsEnsure all guidance reflects up-to-date regulatory compliance and best practices in private wealth managementSkillsHave strong relevant experience in personal financial advisory or private wealth management, advising individual clientsProven ability to build trust and rapport with high-net-worth or mass affluent clientsDeep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt managementSolid grasp of tax-aware strategies and regulatory frameworks relevant to personal financeExcellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable stepsCFP, CFA, or equivalent credential requiredCompany OverviewCrossing Hurdles connects skilled professionals with opportunities across AI training platforms and high-growth companies. It was founded in 2019, and is headquartered in Gurgaon, Haryana, IND, with a workforce of 51-200 employees. Its website is https://www.crossinghurdles.com.