[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. Responsibilities Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools Provide clear, structured written feedback to help enhance AI systems ability to support advisors and end clients with diverse financial needs Communicate complex financial concepts in a client-centric, easily understandable way Utilize strong judgment to balance immediate financial needs with long-term planning considerations Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management Skills Have strong relevant experience in personal financial advisory or private wealth management, advising individual clients Proven ability to build trust and rapport with high-net-worth or mass affluent clients Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps CFP, CFA, or equivalent credential required Company Overview Crossing 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.