Remote Wealth Planner for AI-Driven Financial Docs

Ethos; España; À distance; EUR 71 000 - 102 000; Plein temps

Résumé du poste

Ethos is seeking experienced wealth managers to help train an AI language model on professional documents, spreadsheets, and slide decks. You will leverage 4+ years advising individual clients on cash-flow planning, debt payoff, and retirement modeling to create and refine AI-generated materials across core workflows, all on a flexible remote schedule.

Join a remote, flexible role with 5-20 hours per week (or more) and ASAP start, at $70/hour.

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 excellent written communication and attention to detail.

Responsabilités

• Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows.
• Assist in training the AI model on professional financial documents and client reports.
• Collaborate with teams to ensure accuracy and clarity of outputs for budgeting, saving, and financial planning workflows.

Connaissances

Wealth management

Cash-flow planning

Retirement modeling

Outils

Excel

PowerPoint

Word

Description du poste

Ethos is seeking experienced wealth managers to help train an AI language model on professional documents, spreadsheets, and slide decks. You will leverage 4+ years advising individual clients on cash-flow planning, debt payoff, and retirement modeling to create and refine AI-generated materials across core workflows, all on a flexible remote schedule.

Join a remote, flexible role with 5-20 hours per week (or more) and ASAP start, at $70/hour.