Remote Financial Advisor Expert for AI-Driven Projects

Ethos; United States; Remoto; USD 80.000 - 113.000; Part-time

Vantaggi offerti da questo lavoro

Flexible hours

Fully remote

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Financial planning

Debt payoff scheduling

Retirement drawdown modeling

Document craftsmanship

Written communication

Descrizione del lavoro

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.