Remote Personal Finance Strategist for AI Docs

Ethos; United Kingdom; Presencial; GBP 62 000 - 84 000; Tempo parcial

Resumo da oferta

Ethos, a new expert network backed by renowned investors, is seeking experienced personal finance consultants to help train an AI language model on professional document tasks. Fully remote, flexible hours, and compensation at $70 per hour.

Applicants should have 4+ years advising individuals on budgeting, cash-flow planning, and retirement drawdown modeling, with expert document, spreadsheet, and slide craftsmanship and strong written communication.

Qualificações

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling.
• Turning 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.

Responsabilidades

• Create, evaluate, and refine AI-generated personal finance documents, spreadsheets, and slide decks across core workflows.
• Collaborate with AI team to ensure accuracy and usefulness of outputs for clients.
• Deliver high-quality, well-documented financial plans and materials.

Conhecimentos

Cash-flow planning

Debt payoff scheduling

Retirement drawdown modeling

Document craftsmanship

Spreadsheet craftsmanship

Slide craftsmanship

Written communication

Descrição da oferta de emprego

Ethos, a new expert network backed by renowned investors, is seeking experienced personal finance consultants to help train an AI language model on professional document tasks. Fully remote, flexible hours, and compensation at $70 per hour.

Applicants should have 4+ years advising individuals on budgeting, cash-flow planning, and retirement drawdown modeling, with expert document, spreadsheet, and slide craftsmanship and strong written communication.