Expert Opportunity - Senior Personal Financial Advisor / Wealth Manager

($100/hr, up to $2k/week)

Role

financial advisory expert

Interview

AI voice screen included

About this opportunity

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.

Interested in this opportunity?

Submit your application and our team will review it. You may be invited to a short AI voice screen as a next step.