Remote Personal Finance Advisor for AI Document Crafting

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Financial planning

Budgeting

Communication

Outils

Excel

PowerPoint

Google Sheets

Description du poste

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.