AI-Driven Financial Planner for Docs & Spreadsheets Remote

Ethos; United States; Presencial; USD 83 000 - 110 000; Tempo parcial

Resumo da oferta

Ethos is seeking experienced financial planners to help train AI models on professional documents, spreadsheets, and slide decks. The role is fully remote in the United States, with flexible 5-20 hours per week and compensation at $70/hour.

Ideal candidates have 4+ years advising individual clients on budgeting, saving, and financial planning, and excel at turning scattered accounts into clear, goals-based financial plans with precise documents and presentations.

Qualificações

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

Responsabilidades

• Create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks.
• Develop household cash-flow plans, goals-based financial plans, retirement drawdown models, and debt payoff schedules.
• Produce clear, accurate visuals and reports with attention to detail.

Conhecimentos

Cash flow planning

Debt payoff

Retirement modeling

Document drafting

Spreadsheet craft

Slide deck design

Written communication

Descrição da oferta de emprego

Ethos is seeking experienced financial planners to help train AI models on professional documents, spreadsheets, and slide decks. The role is fully remote in the United States, with flexible 5-20 hours per week and compensation at $70/hour.

Ideal candidates have 4+ years advising individual clients on budgeting, saving, and financial planning, and excel at turning scattered accounts into clear, goals-based financial plans with precise documents and presentations.