Expert - Personal Finance/Consumer Planning Advisor
Listed on 2026-08-30
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst
About This Opportunity
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.
About This Opportunity
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)
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
Ethos is a new expert network built by a McKinsey/Soft Bank/Deep Mind 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
- 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
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