Certified Financial Planner Expert

Ethos; United States; Remote; USD 80.000 - 113.000; Teilzeit

Zusammenfassung

Ethos is seeking an experienced financial planner to advise individual clients remotely. You will work on a flexible 5-20 hours per week with an ASAP start, operating on your own schedule.

The role focuses on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling, with strong emphasis on producing professional documents and presentations.

Qualifikationen

• 4+ years advising individual clients on budgeting, saving and financial planning.
• Experience creating, evaluating and refining AI-generated documents, spreadsheets and slide decks.
• Strong written communication and attention to detail in client deliverables.

Aufgaben

• Advise clients on household cash-flow planning, debt payoff, and retirement drawdown modeling.
• Turn scattered accounts/goals into a clear, goals-based financial plan.
• Craft high-quality documents, spreadsheets and slide decks with precision.

Kenntnisse

Written communication

Attention to detail

Financial planning

Ausbildung

CFP Certif.

Tools

Excel

PowerPoint

Financial modeling

Jobbeschreibung

Pay

$70/hr

Location and Schedule

Fully remote, work on your own schedule
Flexible, 5-20 hours per week (or more if desired)
Start date: ASAP

Responsibilities

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
• Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
• Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail

Qualifications

• Certified financial planners with 4+ years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net‑worth statements, and risk‑tolerance questionnaires.