Remote CFP for AI-Driven Financial Modeling

Ethos; Philippines; On-site; PHP 4,988,000 - 7,104,000; Part time

Job summary

Ethos is seeking experienced certified financial planners to help train an AI model on professional documents, spreadsheets, and slide decks. This fully remote role offers flexible 5–20 hours per week with a starting date ASAP and compensation of $70/hour.

Ideal candidates have 4+ years advising clients on cash-flow planning, debt payoff, and retirement drawdown modeling, and excel at turning scattered data into clear goals-based plans with top-notch document craftsmanship.

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.

Responsibilities

• Create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks for core workflows.
• Support the training of an AI model by providing high-quality financial planning content.
• Communicate clearly with stakeholders and maintain meticulous documentation.

Skills

Cash-flow planning

Debt payoff

Retirement modeling

Goal-based planning

Document craftsmanship

Spreadsheet craftsmanship

Slide craftsmanship

Written communication

Attention to detail

Job description

Ethos is seeking experienced certified financial planners to help train an AI model on professional documents, spreadsheets, and slide decks. This fully remote role offers flexible 5–20 hours per week with a starting date ASAP and compensation of $70/hour.

Ideal candidates have 4+ years advising clients on cash-flow planning, debt payoff, and retirement drawdown modeling, and excel at turning scattered data into clear goals-based plans with top-notch document craftsmanship.