Wealth Manager – AI Training Expert
Ethos
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
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Published 4 weeks ago
Expires 1 week from now
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