Financial Advisor Expert

Ethos; United States; Remote; USD 80,000 - 113,000; Part time

Benefits offered by this job

Flexible hours

Fully remote

Job summary

Ethos is partnering with a leading foundational AI lab to recruit experienced financial advisors who can shape AI-generated documents, spreadsheets, and slide decks for professional use. The role focuses on budgeting, saving, and financial planning for individual clients across core workflows, with flexible, remote engagement options.

Candidates should have 4+ years advising on household cash-flow planning, debt payoff, and retirement drawdown modeling.

Qualifications

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

Responsibilities

• Create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks.
• Support core workflows: household cash-flow plans, goals-based financial plans, retirement models, debt payoff schedules, net-worth statements.
• Ensure accuracy and clarity of client-facing materials used in AI model training.

Skills

Financial planning

Debt payoff scheduling

Retirement drawdown modeling

Document craftsmanship

Written communication

Job description

Pay

$70/hr

Compensation

$70/hour

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

Qualifications

• 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

About

We're working with a leading foundational AI lab to find experienced financial advisors who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.

We're looking for financial advisors 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.

Additional Information

Ethos's AI interviewer asks about your career, then matches you to projects like Financial Advisor. Keep your CV open and cover these:

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling
• Skilled at turning a client's scattered accounts and goals into a clear
• Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication

Interview Process

The hiring process takes about 25 days of applying, typically hearing back within 3 months (~85%).

Prepare for the Ethos call: Ethos's AI interviewer asks about your Financial Advisor background.

Why Ethos?

Ethos is an expert network. AI labs, investment funds and large companies pay for your domain knowledge in multi-week consulting engagements, 30 to 60 minute advisory calls, and research surveys. Listings like this one are the AI-lab engagements, where you write or review expert material for a model.

About Ethos

Ethos was founded in London in 2024 by James Lo (McKinsey, SoftBank Vision Fund) and Daniel Mankowitz (Google DeepMind research scientist and lead author of AlphaDev). It raised a $22.75M Series A led by a16z in May 2026, with General Catalyst and XTX Markets participating, and works with AI labs, private equity firms, hedge funds and consultancies.