Remote Personal Finance Advisor for AI-Driven Docs

Ethos; United States; Remote; GBP 62,000 - 82,000; Part time

Job summary

Ethos is seeking experienced personal finance and consumer planning advisors to help train an AI language model on professional documents, spreadsheets, and slide decks. The role requires 4+ years advising individual clients on budgeting, debt payoff, and retirement drawdown modeling, plus expert-level drafting of documents, spreadsheets, and presentations.

Remote, flexible 5-20 hours per week, ASAP start. Compensation is $70/hour with opportunity for additional engagements through Ethos' expert

Qualifications

• 4+ years advising individual clients on budgeting, debt payoff scheduling, and retirement drawdown modeling.
• Able to translate client goals into clear, actionable financial plans.
• Exceptional writing and presentation quality for documents, spreadsheets, and slides.

Responsibilities

• Create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks.
• Turn scattered accounts and goals into a coherent, goals-based financial plan.
• Communicate complex concepts clearly in writing and visuals.

Skills

Financial planning

Document craftsmanship

Spreadsheet mastery

Attention to detail

Tools

Excel

PowerPoint

Job description

Ethos is seeking experienced personal finance and consumer planning advisors to help train an AI language model on professional documents, spreadsheets, and slide decks. The role requires 4+ years advising individual clients on budgeting, debt payoff, and retirement drawdown modeling, plus expert-level drafting of documents, spreadsheets, and presentations.

Remote, flexible 5-20 hours per week, ASAP start. Compensation is $70/hour with opportunity for additional engagements through Ethos' expert