Expert Opportunity - Personal Finance / Consumer Planning Advisor ($70/hr, up to $1,400/week)

Ethos; España; Remote; EUR 71,000 - 102,000; Part time

Job summary

Ethos is seeking experienced personal finance and consumer planning advisors to help train an AI model on professional document, spreadsheet, and slide deck tasks. You will transform client data into clear, goals-based financial plans and refine AI-generated outputs with excellent written communication and attention to detail.

The role is fully remote, flexible 5–20 hours per week, with an ASAP start and compensation at $70/hour.

Qualifications

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling.
• Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow.
• Excellent written communication and attention to detail in documents, spreadsheets, and slides.

Responsibilities

• Train AI models on professional documents, spreadsheets, and slide decks.
• Evaluate and refine AI-generated financial plans and deliverables.
• Create clear, actionable financial plans from client data and goals.

Skills

Financial planning

Budgeting

Communication

Tools

Excel

PowerPoint

Google Sheets

Job description

About This Opportunity

We're working with a leading foundational AI lab to find experienced personal finance and consumer planning advisors who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.

We're looking for personal finance advisors with 4+ years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements, and risk-tolerance questionnaires.

Compensation

$70/hour

Commitment

Flexible, 5-20 hours per week (or more if desired)

Location

Fully remote, work on your own schedule

Start date

ASAP

Qualifications

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
• Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
• Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail

About Ethos

Ethos is a new expert network built by a McKinsey/SoftBank/DeepMind team and backed by world-leading investors like General Catalyst. We connect experts with investors and consultancies for paid expert calls, speaking engagements, and advisory opportunities.

Key Requirements

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
• Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
• Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail