Senior Remote Wealth Strategy Advisor

Ethos; United States; Remoto; USD 83.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Fully remote

Descrizione del lavoro

Ethos is seeking an expert to match clients to Wealth Manager projects via its AI interviewer. The role pays $70/hr and offers flexible hours, typically 5–20 hours per week, with fully remote work and ASAP start.

Applicants should provide a strong track record in household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling. As an independent contributor through Ethos, you will translate clients' scattered financial data into clear, actionable plans and produce precise

Competenze

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling.
• Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow.
• Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail.

Conoscenze

years of experience

cash-flow planning

debt payoff scheduling

retirement drawdown modeling

clear goals-based plans

document/spreadsheet/slide craft

written communication

Descrizione del lavoro

Ethos is seeking an expert to match clients to Wealth Manager projects via its AI interviewer. The role pays $70/hr and offers flexible hours, typically 5–20 hours per week, with fully remote work and ASAP start.

Applicants should provide a strong track record in household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling. As an independent contributor through Ethos, you will translate clients' scattered financial data into clear, actionable plans and produce precise