Expert Opportunity - Independent Financial Adviser ($70/hr, up to $1,400/week)

Ethos

Amsterdam

Remote

EUR 73,000 - 98,000

Full time

14 days+

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Job summary

Ethos is seeking experienced independent financial advisers to help train a leading AI language model on professional documents, spreadsheets, and slide decks. This role offers fully remote work with flexible hours and a start date ASAP.

You will create, evaluate, and refine AI-generated financial documents and plans for various client scenarios. Ideal candidates have 4+ years of client advisory experience in budgeting, saving, and financial planning, plus expert-level document crafting and

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.
  • Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail.

Skills

Cash-flow planning
Debt payoff
Retirement modeling
Document craftsmanship

Job description

About This Opportunity

We're working with a leading foundational AI lab to find experienced independent financial advisers who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.


About This Opportunity

We're working with a leading foundational AI lab to find experienced independent financial advisers who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.

We're looking for independent financial advisers with 4+ years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements, and risk-tolerance questionnaires.

Compensation: $70/hour

Commitment: Flexible, 5-20 hours per week (or more if desired)

Location: Fully remote, work on your own schedule

Start date: ASAP


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

  • Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail


About Ethos

Ethos is a new expert network built by a McKinsey/SoftBank/DeepMind team and backed by world-leading investors like General Catalyst. We connect experts with investors and consultancies for paid expert calls, speaking engagements, and advisory opportunities.


Key Requirements


  • 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

  • Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail

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