Personal finance advisors help an AI lab's model produce household budgets, financial plans and retirement models. Suits advisors who already work with individual clients on cash flow and goals.
About the role
We're working with a leading foundational AI lab to find experienced personal finance and consumer planning advisors who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.
We're looking for personal finance advisors 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)
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.
Official source: agent.askethos.com. Details can change; the platform's page is the final word. Something wrong with this listing? Tell us.
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