Personal Finance / Consumer Planning Advisor

Ethos is 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.

Ethos is 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)

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 an expert network built by a McKinsey/SoftBank/DeepMind team and backed by investors like General Catalyst. Applicants may be invited to a short AI voice screen.