Remote Financial Planner for AI Training & Plans

Ethos

Singapore

On-site

SGD 105,000 - 158,000

Full time

6 days ago
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Job summary

Ethos is seeking experienced financial planners to help train AI models on professional documents, spreadsheets, and slide decks. Flexible remote work 5-20 hours per week, with $70/hour compensation, start ASAP.

Applicants should have 4+ years advising individual clients on budgeting, cash-flow planning, debt payoff schedules, and retirement drawdown modeling. Excellent written communication and attention to detail are essential for success.

Qualifications

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

Responsibilities

  • Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks for core workflows.
  • Assist in training language models with accurate financial planning content.

Skills

Financial planning
Budgeting
Debt payoff scheduling
Retirement modeling
Document craftsmanship
Spreadsheet craftsmanship
Slide craftsmanship
Written communication
Attention to detail

Tools

Excel
PowerPoint

Job description

Ethos is seeking experienced financial planners to help train AI models on professional documents, spreadsheets, and slide decks. Flexible remote work 5-20 hours per week, with $70/hour compensation, start ASAP.

Applicants should have 4+ years advising individual clients on budgeting, cash-flow planning, debt payoff schedules, and retirement drawdown modeling. Excellent written communication and attention to detail are essential for success.

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