Remote Personal Finance Advisor for AI-Driven Planning

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

Job summary

Ethos, a remote-first expert network, is seeking personal finance advisors to train AI models using professional documents, spreadsheets, and slide decks. Flexible 5-20 hours weekly with a $70/hour rate, ASAP start, fully remote work.

Ideal candidates have 4+ years advising individuals on cash-flow planning, debt payoff, and retirement drawdown. Strong writing, attention to detail, and top-notch document craftsmanship are essential to craft precise outputs for AI training.

Qualifications

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
• Ability to transform scattered accounts and goals into clear, goals-based financial plans
• Expert-level document, spreadsheet, and slide craftsmanship with strong written communication and attention to detail

Skills

Cash-flow planning

Debt payoff modeling

Retirement planning

Document craftsmanship

Spreadsheet craftsmanship

Slide craftsmanship

Job description

Ethos, a remote-first expert network, is seeking personal finance advisors to train AI models using professional documents, spreadsheets, and slide decks. Flexible 5-20 hours weekly with a $70/hour rate, ASAP start, fully remote work.

Ideal candidates have 4+ years advising individuals on cash-flow planning, debt payoff, and retirement drawdown. Strong writing, attention to detail, and top-notch document craftsmanship are essential to craft precise outputs for AI training.