Financial Advisor
Role details
About This Opportunity
We're working with a leading foundational AI lab to find experienced financial advisors who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.
We're looking for financial 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 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
From the Ethos posting.
Applying on Ethos
What happens after you click
- The link opens this role on Ethos. Sign up and apply from there.
- Create your Ethos profile.
- If Ethos invites you, complete a short AI voice screen. The call is recorded and transcribed.
- Ethos matches your profile to opportunities, including roles like this one.
- Remote — open to United States, Canada, United Kingdom, Ireland, Australia, New Zealand, Germany, France, Netherlands, Belgium, Austria, Switzerland, Denmark, Sweden, Norway, Finland, Iceland, Italy, Spain, Portugal, Greece, Luxembourg, Malta, Cyprus, Liechtenstein and Monaco.
If you're hired and complete your first paid project, Ethos pays this site a referral fee. Your pay is unaffected.
Red Pen Jobs is independent. We are not affiliated with, endorsed by, or acting for Ethos in any way, and we do not recruit on its behalf.
More about Ethos: how it pays, what it does not say, and its referral terms.
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We read this listing on Ethos on 19 Oct 2026 and checked it again on 27 Oct 2026. We clean its formatting for readability and safety. View on Ethos
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