Personal Finance / Consumer Planning Advisor
$70 per hourEthos
Pay: $70/hr, up to $1.4k/week We're working with a leading foundational AI lab to find experienced personal finance and consumer planning advisors who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.We're looking for personal finance advisors 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 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. #J-18808-Ljbffr Ethos
$70k - $95k
...work, innovative thinking, and personal accountability are qualities... ...people look forward and plan for the best life possible while... ...including Transamerica Financial Advisors, 2) Protection Solutions and... ...Corporate, which includes Finance, People and Places, General Counsel...PersonalRemote jobPermanent employmentWork from homeWorldwide- ...in Life Insurance, Retirement Planning, Long Term Care, Head Start... ...principles to expand your own personal and professional Financial IQ... ...industry Financial Planning, Finance, and Financial Modeling skills... ...jobs in United States . Advisor, Financial Planning and Analysis...PersonalRemote jobFull timePart timeImmediate startFlexible hours
- ...take major leaps forward in planning, procurement, manufacturing,... ...e.g., executive team, sales, finance) to provide updates on planning... ...of the following industries: Consumer Goods (preferred), Hi-Tech, Life... ...employment opportunities for persons with disabilities or...SuggestedWork experience placementLive inWork at officeLocal area
- ...is searching for a Treasury Resolution Planning Analyst for a CONTRACT assignment with... ...will work closely with Treasury, Finance, Risk, Technology, and other stakeholders... ...mission: to solve big IT problems with a more personal, boutique approach. Each year, we match...PersonalContract work2 days per week3 days per week
$150k - $225k
...for producing out-of-the-box ideas.The Consumer Retail group (CRG) advises clients in the... ...(LBOs), equity / equity-linked and debt financings, joint ventures, restructurings, activism... ...include Food & Beverage, Beauty & Personal Care, Branded Consumer Durables, Apparel...PersonalFull timeTemporary workPart time$105k - $210k
...sizes and industries. This Industrial and Consumer Products Audit Manager role may be based... ...to live the Withum Way, promoting personal and professional growth for all team members... ...supervising the engagement team staff on the planning and execution of an audit, review or...PersonalFull timeLocal area$120k - $180k
...workflows and delivering intelligence across the finance, operations and marketing functions. Loop... ...F,P&A or accounting role in a direct to consumer brand or in the E-commerce, CPG,... ...treasury Are inherently a great sales person - be it selling a product, vision, idea,...Personal- ...Investment Banking Associate to join its Consumer & Retail M&A team in NYC. The team... ...Brands: Branded consumer products beauty and personal care cosmetics apparel footwear accessories... ...environment. Bachelors degree in finance accounting economics or a related field;...PersonalFull timeCasual work
$50k - $105k
...seeking an Account Supervisor to join our Consumer Brand practice. This is an exciting... ...media audits, competitive analysis, and planning while exercising sound professional judgment... .... This explains what we do with your personal data when you apply for a role with us,...PersonalWork at office$17 per hour
...products, competitive rates and personalized service. With 5,000+... ...tapping into equity, Rate makes financing faster, simpler and less stressful... ...Specialist to join the Consumer Direct team ! Job... ...supplemental benefits (e.g. legal planning assistance; identity theft protection...PersonalHourly payMinimum wageFull timeRemote workFlexible hours- ...As an Associate Banker on the Consumer & Specialty Retail... ...International Banking, Syndicated Finance, Commercial Card, and Chase Paymentech... ...the Food, Beverage, Beauty, Personal Care, and VMS spaces across... ..., a retirement savings plan, backup childcare, tuition reimbursement...PersonalLocal areaFlexible hours
$179k - $190k
...0 annually Culture Vision at Consumer Direct Care Network At CDCN,... ...integration between Payroll, Finance, HR, IT, Compliance, and Operations... ...management, and strategic planning skills. Must be able to... ...or hybrid, must have reliable personal internet service. Work Environment...PersonalFull timeTemporary workWork at officeRemote workFlexible hours$190k - $300k
...flexibility, generous vacation, personal and volunteer days... ...benefits, retirement savings plans, parental leave, and family building... ...skills MBA or Masters in Finance/Economics and/or CFA certification... ...employees: The California Consumer Privacy Act outlines how...PersonalFull timeWork at officeWork from home- ...Introduction At IBM Finance & Operations, we are the backbone of IBM's transformation... ...Join our team in accounting, financial planning, pricing, business controls, tax, treasury... ...innovation that matters, and trust and personal responsibility in all our relationships,...PersonalFull timeContract workPart timeFixed term contractInternshipSummer internshipShift work1 day per week
- Global Advisers, LLC in Brooklyn, NY seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management...
- ...global brand at the intersection of finance, AI, and technology.Join a high-... ...and lead generationLead the planning, marketing, and strategy for large-scale, in-person global events, aligning execution... ..., where he leads the firm’s Consumer & Retail practice. Based in New...PersonalCasual workLocal areaFlexible hours
- Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and tailored solutions to clients, supporting... ...appropriate partners. Responsibilities include building financial plans, recommending strategies, and expanding the client base while...
$155k - $325.5k
...and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Generous vacation, personal and volunteer days Employee Resource Groups... ...our current employees: The California Consumer Privacy Act outlines how companies can use...PersonalFull timeWork at officeWork from home$86.21k - $141.64k
...join our team as a Workforce Planning Consultant.This role will report... ...planning consultant, trusted advisor, and subject-matter expert.... ...with business leaders, Finance, Human Resources, Operations,... ...achieve your professional and personal goals. Through skill-building...PersonalFull timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours- ...The Consumer Finance research team covers approximately 16 companies spanning credit cards (American Express, Capital One, Synchrony), fintech and personal lending (SoFi, OneMain), and mortgages (Rocket). In partnership with the Payments research team, the group...PersonalShift workDay shift
$750 per month
...for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of... ...individual companies Must be current on multiple subsectors within consumer (packaged food, beverage, household & personal goods, apparel manufacturers...Personal- ...a retirement savings plan, backup childcare, tuition... ...J.P. Morgan Advisors, the ultra-high-net-worth... ...and their advisors the personalized service of a dedicated... ...About the Team Our Consumer & Community Banking division... ..., mortgages, auto financing, investment advice, small...PersonalFull timeWork at officeShift work
$135k - $250k
...beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and... ...C corp., S corp. and partnership income tax returns Strategic planning for clients including advising on federal and state compliance...PersonalFull timeWork at officeLocal area$77k - $202k
...OpportunityAs an Organization and Talent- Workforce Planning Consultant- Senior Associate you will... ...Science/Information Systems, Economics, Finance, Government/Public Policy, Human... ..., vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view...PersonalFull timeH1b$77k - $202k
...SummaryThe OpportunityAs a Workday Adaptive Planning Implementation Consultant, Senior... ...This role involves working closely with finance and accounting teams to streamline financial... ...navigate complex situations, grow your personal brand, and deepen your technical skills....PersonalFull timeH1b$200k - $300k
...will work directly with the Healthcare, Consumer and Retail Banking group heads to coordinate... ...sound ethical judgment regarding personal behavior, conduct and business practices... ...offers paid time off packages, including planned time off (vacation), unplanned time off...PersonalFull time- ...PlanningPigment is the AI-powered business planning and performance management... ..., empowering every team—from Finance to HR—to build, adapt, and... ...solutionsAct as a trusted advisor, guiding customers on best... ...laws. We may process your personal data in accordance with our HR...PersonalFull time
$65k - $80k
...delivers transformational experiences for consumers, clients, and talent. Powered by the Omni... ...of client business Develop media plan recommendations across both tactical and... ...Spending Account, vacation days, sick days, personal days, paid parental leave, paid medical leave...PersonalWork at officeRemote workFlexible hours3 days per week- ...Citigroup Inc. in Fresh Meadows, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales, service, and coordination with... ...foster customer loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business...Personal
$10k
...is building the smart infrastructure for finance teams, embedded in the transaction flow of... ...(up to $4,000 lifetime)Group Retirement Plan with employer match (RRSP + DPSP)Parental... ...referred for the role, please contact that person to apply on your behalf.Other...PersonalFull timeWork at officeHome officeFlexible hoursShift work
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