Remote VP, Financial Planning — Senior Leader

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

Job summary

Ethos is seeking experienced vps of financial planning to help train their language model on professional documents, spreadsheets, and slide decks. The role is fully remote with flexible hours and start ASAP.

You will leverage 4+ years of advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated materials across core workflows, including cash-flow plans and retirement models.

Qualifications

• 4+ years advising individual clients on household cash-flow planning, debt payoff, 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.

Responsibilities

• Create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks.
• Develop household cash-flow plans and goals-based financial plans.
• Model retirement drawdown and debt payoff schedules; assess risk tolerance questionnaires.

Skills

Financial planning

Budgeting

Spreadsheet mastery

Document/slide craft

Written communication

Tools

Spreadsheet software

Presentation software

Job description

Ethos is seeking experienced vps of financial planning to help train their language model on professional documents, spreadsheets, and slide decks. The role is fully remote with flexible hours and start ASAP.

You will leverage 4+ years of advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated materials across core workflows, including cash-flow plans and retirement models.