Remote Wealth Advisor (CFA/CFP) - AI-Savvy Planner

Other Jobs To Apply (August 01, 2026):

Crossing Hurdles, a remote-first firm, seeks a Financial Advisor (CFA or CFP) for an hourly contract. You will evaluate and refine financial planning scenarios, with a focus on budgeting, retirement, debt management and investments, while working 10–40 hours per week.

You'll assess AI-generated recommendations for suitability and compliance, document client interactions, and help develop planning frameworks.

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