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

Create and refine financial plans and models for AI training

Certified financial planners will create, evaluate, and refine AI-generated financial documents, spreadsheets, and slide decks. Tasks include household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements, and risk-tolerance questionnaires. The work supports training a leading AI lab's language model on professional financial workflows.

Why This Role?

Direct contribution to training a leading AI lab's language model on financial tasks

Key Responsibilities

  • Create household cash-flow plans and retirement drawdown models
  • Develop goals-based financial plans and debt payoff schedules
  • Produce net-worth statements and risk-tolerance questionnaires
  • Evaluate and refine AI-generated financial documents and spreadsheets
  • Review and improve AI-generated slide decks for financial planning

Requirements

  • 4+ years advising individual clients on financial planning
  • Expertise in household cash-flow and retirement drawdown modeling
  • Skill in creating goals-based financial plans from scattered client data
  • Expert-level craftsmanship in financial documents, spreadsheets, and slide decks
  • Excellent written communication and attention to detail

Required Skills

financial planningdocument creationspreadsheet managementspreadsheet modelingpresentation designclient advisingAI training support

Indonesia Context

Working Hours Overlap:
Flexible — work your own hours
See remote (USD) vs local pay →
View Original Description from LinkedInShow more

Original description from LinkedIn

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

Salary Context

Similar Finance & Accounting roles on LokerDollar pay around $137.5k/yr (range $62.4k–350k/yr, n=40 active listings).

Hiring at Ethos

Ethos has 21 other active roles on LokerDollar and has been hiring here since Jul 27, 2026 — across Finance & Accounting, Data & Analytics, Legal & Compliance.

View all Ethos openings →

Market context

  • VERIFIEDStated pay is 6% above the role median of $137,500/year (n=40 pay-disclosing listings).
  • VERIFIEDEthos: 23 postings in the last 3 months, 23 all-time on LokerDollar.
  • VERIFIEDCompany first seen Jul 27, 2026.
  • VERIFIEDThis listing first seen Sep 27, 2026.
  • VERIFIEDLast verified live Sep 27, 2026.

Openness not stated by employer — check the listing

Company
Ethos
Source
Salary
$70/hr
Job Type
part time
Location
Remote · Countries not stated
Seniority
senior
PostedNewNew & verified
Sep 27, 2026

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Frequently asked questions

Is Expert Opportunity - Certified Financial Planner ($70/hr, up to $1,400/week) at Ethos a remote job?
Yes, Expert Opportunity - Certified Financial Planner ($70/hr, up to $1,400/week) at Ethos is remote, but the employer did not state which countries can apply. Check the listing before applying.
What is the salary for Expert Opportunity - Certified Financial Planner ($70/hr, up to $1,400/week) at Ethos?
The listed pay range for this role is $70/hr.
What type of employment is Expert Opportunity - Certified Financial Planner ($70/hr, up to $1,400/week) at Ethos?
This is a part time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at Ethos.

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