Remote Financial Planner for AI Document Workflows

Ethos; United States; Remote; AUD 83,000 - 110,000; Part time

Job summary

Ethos is seeking experienced financial planners to help train AI language models by creating and refining professional documents, spreadsheets, and slide decks. The role focuses on household cash-flow plans, goals-based strategies, retirement drawdown modeling, debt payoff schedules, net-worth statements, and risk questionnaires.

Fully remote, flexible 5-20 hours per week, ASAP start. Compensation is $70/hour.

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 clear, goals-based financial plans
• Expert-level document, spreadsheet, and slide craftsmanship with attention to detail

Skills

Financial planning

Spreadsheet craft

Written communication

Job description

Ethos is seeking experienced financial planners to help train AI language models by creating and refining professional documents, spreadsheets, and slide decks. The role focuses on household cash-flow plans, goals-based strategies, retirement drawdown modeling, debt payoff schedules, net-worth statements, and risk questionnaires.

Fully remote, flexible 5-20 hours per week, ASAP start. Compensation is $70/hour.