Remote Financial Planner for AI-Driven Docs & Spreadsheets

Ethos; Dubai; On-site; AED 304,000 - 455,000; Part time

Job summary

Ethos is seeking experienced financial planners to help train an AI language model by evaluating and refining professional documents, spreadsheets, and slide decks.

Candidates should have 4+ years advising individuals on budgeting, cash flow, and retirement planning, with superb document craftsmanship and precise writing for clear, actionable plans. Remote, flexible 5–20 hours weekly; start ASAP.

Qualifications

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, 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 and attention to detail.

Responsibilities

• Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows.
• Assist in training the AI language model on professional documents and related tasks.

Skills

Financial planning

Document craftsmanship

Spreadsheet craftsmanship

Attention to detail

Written communication

Client communication

Job description

Ethos is seeking experienced financial planners to help train an AI language model by evaluating and refining professional documents, spreadsheets, and slide decks.

Candidates should have 4+ years advising individuals on budgeting, cash flow, and retirement planning, with superb document craftsmanship and precise writing for clear, actionable plans. Remote, flexible 5–20 hours weekly; start ASAP.