Expert Opportunity - Director of Wealth Management ($70/hr, up to $1,400/week)

Job summary

Train a foundational AI language model by creating, evaluating, and refining professional financial documents and spreadsheets. Focus on core workflows including household cash-flow plans, retirement models, and goals-based financial planning.

Job details

About This Opportunity We're working with a leading foundational AI lab to find experienced directors of wealth management who can help train their latest language model on professional document, spreadsheet, and slide deck tasks. We're looking for directors of wealth management 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

What you’ll do

Train a foundational AI language model by creating, evaluating, and refining professional financial documents and spreadsheets. Focus on core workflows including household cash-flow plans, retirement models, and goals-based financial planning.

Requirements

Requires 4+ years of experience advising individual clients on financial planning and debt payoff. Must possess expert-level skills in document and spreadsheet craftsmanship with strong attention to detail.

Listed skills

• written communication · Preferred
• Budgeting · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth Management
• Financial Planning
• Budgeting
• Retirement Drawdown Modeling
• Cash-flow Planning
• Debt Payoff Scheduling
• Net-worth Statements
• Risk-tolerance Questionnaires
• Spreadsheet Craftsmanship
• Slide Deck Creation
• Written Communication
• AI Training

Job areas

• Finance & Accounting
• Technology
• Consulting
• Management & Leadership