Remote Head of Financial Planning for AI-Driven Docs

Ethos; España; Remote; EUR 71,000 - 101,000; Part time

Job summary

Ethos is seeking experienced heads of financial planning to train an AI model on professional documents, spreadsheets, and slide decks. This fully remote role offers flexible scheduling and a focus on high-quality outputs.

Candidates should have 4+ years advising individuals on cash-flow, debt payoff, and retirement modeling, and be adept at turning scattered data into clear, actionable plans with strong craftsmanship in documents, spreadsheets, and slides.

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.
• Excellent written communication and attention to detail in documents, spreadsheets, and slides.

Responsibilities

• Train AI models on professional documents, spreadsheets, and slide decks.
• Create, evaluate, and refine AI-generated financial plans and reports.
• Translate client goals into structured, executable financial plans and outputs.

Skills

Financial planning

Cash-flow planning

Debt payoff scheduling

Retirement modeling

Job description

Ethos is seeking experienced heads of financial planning to train an AI model on professional documents, spreadsheets, and slide decks. This fully remote role offers flexible scheduling and a focus on high-quality outputs.

Candidates should have 4+ years advising individuals on cash-flow, debt payoff, and retirement modeling, and be adept at turning scattered data into clear, actionable plans with strong craftsmanship in documents, spreadsheets, and slides.