Expert Opportunity - Independent Financial Adviser ($70/hr, up to $1,400/week)

About the role

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.

Responsibilities

• Create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks
• Work on core financial planning workflows including 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

Start date

ASAP

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.