Remote VP of Financial Planning for AI Document Training

Ethos; United States; On-site; USD 80,000 - 113,000; Part time

Job summary

Ethos is seeking experienced vps of financial planning to train an AI model on professional documents, spreadsheets, and slide decks. The role focuses on turning client cash-flow, debt payoff, and retirement models into practical outputs.

This fully remote engagement offers flexible 5-20 hours per week with compensation at $70 per hour. Start ASAP for ongoing projects with a leading AI lab and top investors.

Qualifications

• 4+ years advising individual clients on household cash-flow planning and debt payoff.
• Ability to translate scattered accounts into clear goals-based plans.
• Expert-level document, spreadsheet, and slide craftsmanship with precise communication.

Responsibilities

• Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks.
• Deliver clear, goals-based financial plans and written outputs for clients.

Skills

Cash-flow planning

Debt payoff modeling

Retirement planning

Written communication

Tools

Advanced Excel

PowerPoint

Document design

Job description

Ethos is seeking experienced vps of financial planning to train an AI model on professional documents, spreadsheets, and slide decks. The role focuses on turning client cash-flow, debt payoff, and retirement models into practical outputs.

This fully remote engagement offers flexible 5-20 hours per week with compensation at $70 per hour. Start ASAP for ongoing projects with a leading AI lab and top investors.