Remote Financial Advisor - Flexible Hours, 4+ yrs Exp

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

Job summary

Ethos is seeking a seasoned Independent Financial Adviser for flexible, remote engagement. You will advise individual clients on cash-flow planning, debt payoff, and retirement drawdown modeling, and you’ll translate client goals into clear, actionable plans.

Workload is 5-20 hours per week, with the option to expand. You’ll join a framework that uses an AI interviewer to match you to projects and start ASAP.

Qualifications

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling.
• Ability to turn scattered accounts and goals into a clear, goals-based financial plan.
• Excellent written communication and attention to detail in documents and slides.

Responsibilities

• Advise individual clients on cash-flow planning, debt payoff, and retirement drawdown modeling.
• Transform client information into clear, actionable financial plans with supporting documents.

Skills

Cash-flow planning

Debt payoff scheduling

Retirement drawdown modeling

Financial plan development

Written communication

Job description

Ethos is seeking a seasoned Independent Financial Adviser for flexible, remote engagement. You will advise individual clients on cash-flow planning, debt payoff, and retirement drawdown modeling, and you’ll translate client goals into clear, actionable plans.

Workload is 5-20 hours per week, with the option to expand. You’ll join a framework that uses an AI interviewer to match you to projects and start ASAP.