Remote Personal Finance Consultant & AI-Doc Expert

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

Job summary

Ethos is seeking experienced personal finance consultants to help train an AI model on professional documents, spreadsheets, and slide decks. This fully remote, flexible role requires 4+ years advising individuals on budgeting, saving, and financial planning.

Compensation is $70/hour with 5–20 hours per week, ASAP start. Work is remote and schedule-flexible, designed for experts who can deliver precise, high-quality outputs and contribute to core workflows such as cash-flow plans and retirement

Qualifications

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

Skills

Personal finance consulting

Goals-based planning

Document, spreadsheet, slide craft

Written communication

Tools

Excel

Google Sheets

PowerPoint

Job description

Ethos is seeking experienced personal finance consultants to help train an AI model on professional documents, spreadsheets, and slide decks. This fully remote, flexible role requires 4+ years advising individuals on budgeting, saving, and financial planning.

Compensation is $70/hour with 5–20 hours per week, ASAP start. Work is remote and schedule-flexible, designed for experts who can deliver precise, high-quality outputs and contribute to core workflows such as cash-flow plans and retirement