Expert Opportunity
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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/hourCommitmentFlexible, 5-20 hours per week (or more if desired)LocationFully remote, work on your own scheduleStart dateASAPQualifications4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modelingSkilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually followExpert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detailAbout EthosEthos 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 Requirements4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modelingSkilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually followExpert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
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