Remote Financial Planner for AI-Document Workflows

Ethos; España; À distance; EUR 71 000 - 102 000; Temps partiel

Résumé du poste

Ethos is seeking experienced financial planners to help train AI models on professional documents, spreadsheets, and slide decks. This fully remote role offers flexible weekly hours and competitive compensation.

You will apply 4+ years of advising individuals on cash-flow, debt payoff, and retirement planning to create, evaluate, and refine AI-generated outputs across household cash-flow plans, goals-based plans, and more. Join a fast-growing expert network backed by top investors.

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 strong written communication and attention to detail.

Responsabilités

• Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core financial workflows.
• Collaborate with clients to gather inputs and tailor plans to individual goals.

Connaissances

Cash-flow planning

Debt payoff scheduling

Retirement drawdown modeling

Written communication

Description du poste

Ethos is seeking experienced financial planners to help train AI models on professional documents, spreadsheets, and slide decks. This fully remote role offers flexible weekly hours and competitive compensation.

You will apply 4+ years of advising individuals on cash-flow, debt payoff, and retirement planning to create, evaluate, and refine AI-generated outputs across household cash-flow plans, goals-based plans, and more. Join a fast-growing expert network backed by top investors.