Remote Wealth Transfer Advisor for AI-Driven Planning
Mercor Inc
Mercor is in Hanover Park, Illinois, hiring Wealth Transfer Specialists to train AI on estate planning. Candidates should possess 5+ years of experience in wealth management or estate planning and strong expertise in estate, gift, and transfer tax planning. The position involves reviewing AI outputs and providing feedback on wealth transfer strategies. This project-based role offers competitive compensation and the chance to work with AI in financial advisory. #J-18808-Ljbffr
- ...Mercor is looking for experienced Wealth Transfer Specialists to provide expertise to AI systems focused on estate planning and wealth transfer strategies. This role involves reviewing AI-generated outputs and providing analytical feedback to improve model accuracy. The...Remote workHourly pay
- ...Mercor is hiring experienced Wealth Transfer Specialists in El Cajon, California, to contribute expertise in estate planning and wealth transfer to advanced AI development. This role involves reviewing AI outputs, providing expert feedback, and collaborating with research...Remote work
- ...Mercor is seeking experienced Wealth Transfer Specialists to contribute to AI models on estate planning and wealth transfer strategies. This role involves reviewing AI outputs and providing expert feedback. Candidates should have 5+ years in wealth management or related...Remote workHourly pay
- ...Mercor is seeking an experienced Wealth Transfer Specialist to contribute expertise in AI development related to estate planning and wealth transfer strategies. The ideal candidate will focus on reviewing and improving AI systems through real-world advisory knowledge....Remote workHourly payPart time10 hours per weekFlexible hours
- ...Mercor is looking for experienced Wealth Transfer Specialists to support an AI research lab developing cutting-edge financial intelligence systems. The... ...5 years of experience in wealth management or estate planning, focusing on training AI systems with real-world expertise...Remote work
- ...Mercor is hiring a Wealth Transfer Specialist at their AI research lab in Rio Rancho, New Mexico. This role involves training and improving AI systems by providing real-world expertise in estate planning and wealth transfer strategies. The ideal candidate has over 5 years...Remote work
- ...Mercor is looking for experienced Wealth Transfer Specialists to support an AI research lab in developing advanced financial intelligence. This role involves... ...years of experience in wealth management or estate planning, strong communication skills, and familiarity with tax...Remote workPart time
- ...Mercor is seeking a skilled Wealth Transfer Specialist to contribute to AI development focused on financial intelligence systems. This position emphasizes... ...models by leveraging real-world expertise in estate planning and wealth transfer strategies. The ideal candidate will...Remote workHourly payFlexible hours
$50 - $110 per hour
...Crossing Hurdles is looking for a Personal Finance Advisor / Certified Financial Planner to work remotely. Responsibilities include reviewing financial planning scenarios, evaluating AI-generated advice, and providing structured guidance. The ideal candidate has strong...Remote workHourly payContract work10 hours per week$70k - $75k
...responsible for managing the commission process and supporting financial planning and analysis. Candidates should have strong foundations in SaaS... ...will have experience using tools like Salesforce and an understanding of AI in financial workflows. #J-18808-Ljbffr DegreedRemote jobFlexible hours- Roku, Inc. is seeking a Sr. Financial Analyst to lead financial planning, reporting, and forecasting for FrndlyTV. This role includes... ...offers a hybrid work model, balancing in-office collaboration with remote flexibility. Comprehensive benefits support our employees and...Remote workWork at office
- ...Technical Adoption Lead – AI-Driven Enablement & Knowledge Transfer We are seeking a Technical Adoption Lead to act as the bridge between the core rewrite team and the client's operating company (OpCo) developers. This role ensures smooth adoption of new systems, providing...Remote work
$125k - $175k
...Job Description AAF Wealth Management is seeking a driven, relationship-focused Wealth Advisor to join our team in a... ...delivering holistic financial planning, and growing your own... ...including wealth transfer, charitable giving,... ...this position is remote, occasional travel to...Remote work- ...seeking a Senior Associate in Santa Clara, CA, to join our Professional Services team. You’ll be pivotal in implementing cutting-edge AI-driven solutions for finance teams in Fortune 1000 companies. This role involves owning project execution, collaborating with architects...Remote jobFlexible hours
- ...Associate Wealth Advisor Position: Associate Wealth Advisor... ...engage in a discovery-driven process to truly... ...multigenerational wealth transfer strategies, providing... ...streamline financial planning processes, offering clients... ...position with no remote work option at this time...Remote workFull timeFlexible hours
- ...financial services firm in Atlanta seeks an Associate Wealth Advisor to foster client relationships and develop financial plans. This hybrid position requires strong... ...flexibility with 3 days in-office work and 2 days remote, providing an exciting opportunity to shape clients...Remote workWork at office
$85k - $95k
A leading advisory organization in San Diego seeks an FP&A Analyst. This role involves financial planning and analysis, data-driven decision making, and collaboration with executives. Candidates should have 1-3 years of relevant experience and a quantitative degree. The...- ...California. In this role, you will provide expertise in portfolio construction and risk management, contributing to the development of AI-driven asset management systems. The ideal candidate has over 8 years in investment management, with a proven track record of managing...Remote work
$80 - $120 per hour
...As a Wealth Transfer Specialist, you will play a pivotal role in training, evaluating, and refining AI systems designed to enhance financial intelligence in estate planning and intergenerational wealth transfer. This... ..., or training junior advisors. Work Terms ~ Project...Remote jobHourly payPart timeWork at office10 hours per week- ...A client-focused AI consultancy is seeking a Capital Allocation AI Expert to optimize investment decisions using AI-driven insights. This part-time contract role involves analyzing various... ...closely with cross-functional teams. Remote work options are available. #J-18808-...Remote workContract workPart time
$207k - $377k
...seeking a Principal Product Manager to lead AI-driven transformations in Sales & Customer... ...requires visionary leadership, strategic planning, and collaboration across numerous engineering... ...is $207,000 to $377,000 annually and offers remote work flexibility. J-18808-Ljbffr...Remote work$80k - $100k
...and collaborating with various teams. Candidates should have strong SEO experience and data-driven decision-making skills. The position offers a salary range of $80,000 - $100,000 per year, is remote-first, and values continuous learning and innovation. #J-18808-Ljbffr...Remote work$175k - $275k
...Managing Principal, AI-Driven Commercial Effectiveness ABOUT ODAIA... ...Act as the trusted advisor to C-Suite buyers (CCO, CMO,... ...including Strategy, Insights & Planning (SIP), Sales Force Effectiveness... ..., and flexible time off Remote-First Flexibility ~ WFH flexibility...Remote workWork at officeLocal areaImmediate startWork from homeFlexible hoursShift work$110k - $130k
...Financial Analyst (FP&A and Claude/AI Experience). Company... ...office: Tuesday & Thursday; 3 days remote; potential remote flexibility... ...of a growing FP&A team, with plans to hire two analysts due to... ...collaborative, and performance-driven environment Selling Points...Remote workWork at officeImmediate start- ...A technology-driven eCommerce platform is seeking a Head of FP&A to lead financial planning and analysis for corporate and brand levels. This role entails strategic partnership... ...a base of $200k–$225k along with bonuses and RSUs. This position is remote. #J-18808-Ljbffr...Remote work
- ...PolicyMe is looking for an AI-Driven Full Stack Engineer to join its remote-first team in the United States. You will design and implement features for an... ...collaborating across teams and engaging in architecture planning. Our ideal candidate possesses strong full-stack...Remote workFlexible hours
- ...to lead impactful SEO campaigns for B2B and SaaS brands. In this remote role, you will have the opportunity to shape SEO strategies and work... ...should have over 5 years of SEO experience, familiarity with AI-enhanced strategies, and proficiency in HTML and analytics tools....Remote jobWork from home
- ...develop a new PR function focusing on earned media and AI visibility. The role includes building link... ...Candidates should be skilled communicators and data-driven individuals comfortable with AI tools. This full-time remote position offers competitive pay, profit share,...Remote workFull time
- ...Development, improving processes and decision-making through data-driven insights and AI tools. Applicants should have 5-7 years in Sales Operations... ...senior leadership. This position is hybrid, allowing for remote work alongside in-person collaboration. #J-18808-Ljbffr...Remote work
$89.99k - $143.09k
...Are you a strategic, data-driven finance professional who wants... ..., digital transformation, and AI-enabled initiatives. You will... ...budgeting, forecasting, and financial planning across infrastructure,... ...work arrangement comprised of remote and in-office work, the requirement...Remote workWork at office
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