Expert Opportunity - Wealth Manager ($70/hr, up to $1,400/week)
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At a glance
Job overview
Ethos seeks experienced wealth managers to train a foundational AI lab's language model on professional documents, spreadsheets, and slide decks. Candidates will create, evaluate, and refine AI‑generated financial plans, cash‑flow models, retirement drawdowns, debt payoff schedules, net‑worth statements, and risk‑tolerance questionnaires for individual clients.
Skills & qualifications
Skills
Qualifications
Full job description
About This Opportunity
We're working with a leading foundational AI lab to find experienced wealth managers who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.
We're looking for wealth managers 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 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.
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
You've read the whole posting — now see how you match it.