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Wealth Manager – AI Training Expert

Ethos

Remote
Remote Senior 70 USD/hour 🇬🇧 English
slide craftsmanship retirement drawdown modeling household cash-flow planning debt payoff scheduling

Job description

About the role

We are partnering with a leading AI lab to train its language model on professional wealth‑management documents, spreadsheets, and slide decks. You will use your 4+ years of experience advising individual clients to create, evaluate, and refine AI‑generated outputs across core financial planning workflows.

Key responsibilities

  • Generate and review AI‑produced household cash‑flow plans, retirement drawdown models, debt payoff schedules, net‑worth statements, and risk‑tolerance questionnaires.
  • Provide feedback to improve the model’s accuracy and relevance for wealth‑management professionals.

Required profile

  • Minimum 4 years of experience advising individual clients on budgeting, saving, and financial planning.
  • Proven ability to translate scattered client data into clear, goals‑based financial plans.

Required skills

  • Slide craftsmanship
  • Retirement drawdown modeling
  • Household cash‑flow planning
  • Debt payoff scheduling

What we offer

  • Compensation: $70 per hour
  • Flexible commitment: 5–20 hours per week (or more)
  • Fully remote work on your own schedule

Questions fréquentes

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Published 4 weeks ago

Expires 1 week from now

49 views · 0 interested

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