Wealth Manager Expert

Ethos; United States; Remote; USD 83,000 - 110,000; Full time

Benefits offered by this job

Fully remote

Job summary

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

Qualifications

• 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.

Skills

years of experience

cash-flow planning

debt payoff scheduling

retirement drawdown modeling

clear goals-based plans

document/spreadsheet/slide craft

written communication

Job description

Pay

$70/hr
The rate in the listing.
From the Ethos listing, checked Nov 4.
Listed
Today
â
Ethos's AI interviewer asks about your career, then matches you to projects like Wealth Manager. Keep your CV open and cover these:
4+ years advising individual clients on household cash-flow planning, debt payoff scheduling
4+ years advising individual clients on household cash-flow planning, debt payoff scheduling
Skilled at turning a client's scattered accounts and goals into a clear
Skilled at turning a client's scattered accounts and goals into a clear
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication

Compensation

$70/hour
Commitment:
Flexible, 5-20 hours per week (or more if desired)
Location:
Fully remote, work on your own schedule
Start date:
ASAP

Qualifications

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
How long hiring takes
Across the platforms we list, people typically hear back about a hire within

about

25 days
of applying.
Within 2 weeks
~30%
Within 6 weeks
~65%
Within 3 months
~85%
Skills and categories
More jobs in these fields:
Finance
No Degree Required
Expert
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Common questions
How and when does Ethos pay experts?
Within 30 days of your invoice, after a project closes. Some AI training platforms pay weekly, so plan for the longer wait.
Is Ethos regular AI training work like rating chatbot responses?
No. Ethos is an expert network. AI labs, investment funds and large companies pay for your domain knowledge (deal analysis, clinical reasoning, legal logic, financial modeling) in three formats: multi-week consulting engagements, 30 to 60 minute advisory calls, and research surveys. Listings like this one are the AI-lab engagements, where you write or review expert material for a model.
How many hours a week is this Wealth Manager work?
Between 5 and 20 hours a week. At $70/hr that is $350 to $1,400 a week. You set your own hours.
What experience does this Wealth Manager listing ask for?
The listing asks for 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 to a clear, goals-based financial plan they can actually follow; and expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail. Ethos's interviewer builds your profile from your CV, so have the roles that show this ready to talk through.
How much does this specific role pay?
This listing is posted at $70/hr, an hourly rate. Pay can change after we check the listing, so confirm the rate on the platform's application page.
What happens when I click Apply on this listing?
The link opens Ethos's sign-up. There is no form for this listing: Ethos's AI interviewer asks about your career in a 5 to 15 minute call, builds your profile from it, and then matches you to projects like this one. Keep your CV open and cover the experience the Qualifications above ask for.
Who built Ethos and is it legitimate?
Yes. Ethos was founded in London in 2024 by James Lo (McKinsey, SoftBank Vision Fund) and Daniel Mankowitz (Google DeepMind research scientist and lead author of AlphaDev). It raised a $22.75M Series A led by a16z in May 2026, with General Catalyst and XTX Markets participating, and works with AI labs, private equity firms, hedge funds and consultancies. The link on this page is an affiliate link; it doesn't affect your pay or the projects you're offered.