AI-Driven Wealth Advisor for Financial Plans (Remote)

HUMAN-AI-Z Nexus Technology; Dubai; On-site; AED 304,000 - 455,000; Part time

Benefits offered by this job

Remote work

Job summary

Ethos is seeking experienced wealth managers to help train an AI language model on professional documents, spreadsheets, and slide decks. This role is fully remote with a flexible commitment of 5-20 hours per week and an ASAP start, offering $70/hour.

Ideal candidates have 4+ years advising individual clients on cash-flow planning, debt payoff, and retirement drawdown modeling, plus expert document, spreadsheet, and slide craftsmanship and strong written communication.

Qualifications

• 4+ years advising individual clients on cash-flow planning, debt payoff, and retirement drawdown modeling.
• Ability to turn scattered accounts and goals into a clear, goals-based financial plan.
• Expert-level document, spreadsheet, and slide craftsmanship with excellent written communication.

Responsibilities

• Create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks.

Skills

Wealth planning

Financial planning

Document craftsmanship

Spreadsheet craftsmanship

Slide craftsmanship

Written communication

Education

Bachelor's degree or higher

Tools

Word

Excel

PowerPoint

Job description

Ethos is seeking experienced wealth managers to help train an AI language model on professional documents, spreadsheets, and slide decks. This role is fully remote with a flexible commitment of 5-20 hours per week and an ASAP start, offering $70/hour.

Ideal candidates have 4+ years advising individual clients on cash-flow planning, debt payoff, and retirement drawdown modeling, plus expert document, spreadsheet, and slide craftsmanship and strong written communication.