Senior Personal Financial Advisor / Wealth Manager ($100/hr, up to $2,000/week)
10+ years
United States
Full-time
Remote
1 month ago
About the role
Note: This is a flexible, part-time opportunity that is 5-20 hours per week at $100 per hour (up to $2k/week). It can be done remotely and can be done both alongside or instead of full-time employment.
We're working with a leading foundational AI lab to find experienced personal financial advisors who can help train their latest language model on personal finance and wealth management tasks.
We're looking for CFPs and senior advisors with 5+ years managing significant client portfolios at top firms to create, evaluate, and refine AI-generated work across core advisory workflows: financial planning documents, retirement analysis, investment policy statements, tax-efficient planning memos, estate planning summaries, and client wealth review reports.
Compensation: $100/hour
Commitment: Flexible, up to 20 hours per week (up to $2k/week)
Location: Fully remote, work on your own schedule
Start date: April
Qualifications:
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.
We're working with a leading foundational AI lab to find experienced personal financial advisors who can help train their latest language model on personal finance and wealth management tasks.
We're looking for CFPs and senior advisors with 5+ years managing significant client portfolios at top firms to create, evaluate, and refine AI-generated work across core advisory workflows: financial planning documents, retirement analysis, investment policy statements, tax-efficient planning memos, estate planning summaries, and client wealth review reports.
Compensation: $100/hour
Commitment: Flexible, up to 20 hours per week (up to $2k/week)
Location: Fully remote, work on your own schedule
Start date: April
Qualifications:
- CFP or equivalent with 5+ years managing significant client portfolios at a top advisory firm
- Strong expertise in financial planning, investment management, and client advisory
- 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.
Skills
FinanceFinancial Services