Expert Opportunity - Head of Financial Planning ($70/hr, up to $1,400/week)
About the role
We're working with a leading foundational AI lab to find experienced heads of financial planning who can help train their latest language model on professional document, spreadsheet, and slide deck tasks. We're looking for heads of financial planning 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.
Responsibilities
- Create, evaluate, and refine AI-generated financial planning documents, spreadsheets, and slide decks
- Develop household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements, and risk-tolerance questionnaires
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 craftsmhip, with excellent written communication and attention to detail
Pay
$70/hour
Schedule
Flexible, 5-20 hours per week (or more if desired)
Location
Fully remote, work on your own schedule
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.