Remote Financial Advisor for AI-Driven Finance Docs

Ethos; Philippines; On-site; PHP 4,896,000 - 6,973,000; Part time

Job summary

Ethos is seeking experienced financial advisors to help train an AI language model on professional documents, spreadsheets, and slide decks. You will translate client goals into clear, executable financial plans and refine AI-generated outputs to meet high standards of accuracy.

Fully remote, 5-20 hours per week, starting ASAP. Requires 4+ years advising individuals on budgeting, saving, and financial planning; compensation is $70 per 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 strong written communication.

Responsibilities

• Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks from client goals.
• Collaborate with AI lab stakeholders to align financial planning outputs with professional benchmarks.

Skills

Cash-flow planning

Debt payoff scheduling

Retirement drawdown modeling

Document craftsmanship

Spreadsheet craftsmanship

Slide craftsmanship

Written communication

Job description

Ethos is seeking experienced financial advisors to help train an AI language model on professional documents, spreadsheets, and slide decks. You will translate client goals into clear, executable financial plans and refine AI-generated outputs to meet high standards of accuracy.

Fully remote, 5-20 hours per week, starting ASAP. Requires 4+ years advising individuals on budgeting, saving, and financial planning; compensation is $70 per hour.