Remote Financial Planner for AI Documents & Spreadsheets

Ethos; Philippines; On-site; PHP 5,087,000 - 6,782,000; Part time

Job summary

Ethos is seeking experienced financial planners to train AI models on professional documents, spreadsheets, and slide decks. This role requires 4+ years advising individuals on budgeting, debt payoff, retirement drawdown, and turning scattered accounts into clear, goals-based plans. Work remotely with flexible 5-20 hours per week, on your schedule.

Compensation is $70 per hour. Start date ASAP. You will apply expert document, spreadsheet, and slide craftsmanship with strong written communication

Qualifications

• 4+ years advising individuals 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.

Responsibilities

• Create and refine AI-generated documents, spreadsheets, and slide decks.
• Evaluate and improve household cash-flow plans, goals-based financial plans, and retirement models.

Skills

4+ years advising clients

Budgeting & debt payoff

Retirement drawdown modeling

Job description

Ethos is seeking experienced financial planners to train AI models on professional documents, spreadsheets, and slide decks. This role requires 4+ years advising individuals on budgeting, debt payoff, retirement drawdown, and turning scattered accounts into clear, goals-based plans. Work remotely with flexible 5-20 hours per week, on your schedule.

Compensation is $70 per hour. Start date ASAP. You will apply expert document, spreadsheet, and slide craftsmanship with strong written communication