Financial Solutions Advisor | $200 / hr Remote

Financial Solutions Advisor | $200 / hr Remote

1 day ago Be among the first 25 applicants

This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100.00 / hr - $200.00 / hr

At Crossing Hurdles, we work as a referral partner. We refer candidates to our client, which collaborates with a leading AI research lab to improve AI systems designed to support everyday personal banking and financial decision‑making.

Position : Personal Banker / Financial Solutions Advisor

Type : Part‑time, Contract

Compensation : $100‑$200 / hr

Location : Remote

Requirements

• Several years of hands‑on experience as a Personal Banker, Relationship Banker, Universal / Branch Banker, or Financial Solutions Advisor at a major bank or credit union
• Strong expertise in conducting needs‑based client conversations and matching customers to appropriate banking and basic investment solutions
• Solid understanding of core consumer banking products, including checking and savings accounts, CDs, credit / debit cards, overdraft policies, personal and auto loans, retirement accounts, and digital banking tools
• Demonstrated experience supporting clients with budgeting, expense management, debt payoff strategies, and emergency savings
• Strong personal financial planning knowledge for mass‑market and mid‑market households
• Exceptional written and verbal communication skills with the ability to explain financial concepts in clear, empathetic language
• High integrity with a strong compliance and risk management mindset and commitment to client confidentiality
• (Preferred) Experience in a Financial Solutions Advisor or hybrid banking / investments role
• (Preferred) Relevant licenses or certifications (e.g., Series 6 / 7 / 63 / 65 / 66, insurance licenses, CFP), active or previously held
• (Preferred) Experience mentoring or coaching bankers on financial conversations or wellness programs
• (Preferred) Familiarity with personal finance apps, digital advice tools, or customer experience design

Role Responsibilities

Application process :

(Takes 7–30 minutes)

Referrals increase your chances of interviewing at Crossing Hurdles by 2x

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