Independent Financial Adviser Expert

Ethos

$70/ساعة الموقع غير محدد ساعات مرنة 5–20 ساعة/أسبوع متوسط الخبرة

Helps a foundational AI lab train its model on personal finance documents, including cash-flow plans, debt schedules and retirement models. Suits advisers with four or more years working with individual clients on planning.

عن الوظيفة

About This Opportunity

We're working with a leading foundational AI lab to find experienced independent financial advisers who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.

We're looking for independent financial advisers with 4+ years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements, and risk-tolerance questionnaires.

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

About Ethos

Ethos is a new expert network built by a McKinsey/SoftBank/DeepMind team and backed by world-leading investors like General Catalyst. We connect experts with investors and consultancies for paid expert calls, speaking engagements, and advisory opportunities.

Key Requirements

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