Wealth Manager for AI-Generated Financial Docs (Remote)

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

Job summary

Ethos is a remote-friendly expert network seeking wealth managers to train AI models on professional documents, spreadsheets, and slide decks. Start ASAP and commit to 5–20 hours per week with flexible scheduling.

Ideal candidates have 4+ years advising clients on cash-flow planning, debt payoff, and retirement modeling, plus top-tier document and slide craftsmanship and strong written communication.

Qualifications

• 4+ years advising individual clients on cash-flow planning and retirement modeling.
• Able to turn scattered accounts into a clear, goals-based plan they can follow.
• Expert-level document, spreadsheet, and slide craftsmanship with excellent written communication.

Responsibilities

• Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks.
• Assist with household cash-flow plans and retirement drawdown models for clients.

Skills

Wealth management

Financial planning

Written communication

Attention to detail

Job description

Ethos is a remote-friendly expert network seeking wealth managers to train AI models on professional documents, spreadsheets, and slide decks. Start ASAP and commit to 5–20 hours per week with flexible scheduling.

Ideal candidates have 4+ years advising clients on cash-flow planning, debt payoff, and retirement modeling, plus top-tier document and slide craftsmanship and strong written communication.