Independent Financial Adviser Expert
$70 per hourEthos
Pay
$70/hr
The rate in the listing.
?
From the Ethos listing, checked Nov 4.
Listed
Today
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How Ethos hiring works
Your application is a 10-minute call.
Ethos's AI interviewer asks about your career, then matches you to projects like Independent Financial Adviser. Keep your CV open and cover these:
4+ years advising individual clients on household cash-flow planning, debt payoff scheduling
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4+ years advising individual clients on household cash-flow planning, debt payoff scheduling
Skilled at turning a client's scattered accounts and goals into a clear
â
Skilled at turning a client's scattered accounts and goals into a clear
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication
â
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication
Start the call
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About this role
From the Ethos listing
About This Opportunity
We're working with a leading foundational AI lab to find experienced independent financial advisers who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.
We're looking for independent financial advisers 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
How long hiring takes
Across the platforms we list, people typically hear back about a hire within
about
25 days
of applying.
Within 2 weeks
~30%
Within 6 weeks
~65%
Within 3 months
~85%
Skills and categories
More jobs in these fields:
Business
No Degree Required
Finance
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Common questions
Do I need to keep applying for projects on Ethos?
No. When your profile is live, Ethos matches you to new projects from your career history, so companies find you. Each finished project raises your Expert Score, which brings you better-paid work.
How and when does Ethos pay experts?
Within 30 days of your invoice, after a project closes. Some AI training platforms pay weekly, so plan for the longer wait.
How many hours a week is this Independent Financial Adviser work?
Between 5 and 20 hours a week. At $70/hr that is $350 to $1,400 a week. You set your own hours.
What experience does this Independent Financial Adviser listing ask for?
The listing asks for 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; and expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail. Ethos's interviewer builds your profile from your CV, so have the roles that show this ready to talk through.
How much does this specific role pay?
This listing is posted at $70/hr, an hourly rate. Pay can change after we check the listing, so confirm the rate on the platform's application page.
What happens when I click Apply on this listing?
The link opens Ethos's sign-up. There is no form for this listing: Ethos's AI interviewer asks about your career in a 5 to 15 minute call, builds your profile from it, and then matches you to projects like this one. Keep your CV open and cover the experience the Qualifications above ask for.
Who built Ethos and is it legitimate?
Yes. Ethos was founded in London in 2024 by James Lo (McKinsey, SoftBank Vision Fund) and Daniel Mankowitz (Google DeepMind research scientist and lead author of AlphaDev). It raised a $22.75M Series A led by a16z in May 2026, with General Catalyst and XTX Markets participating, and works with AI labs, private equity firms, hedge funds and consultancies. The link on this page is an affiliate link; it doesn't affect your pay or the projects you're offered.
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