Remote Wealth Transfer Advisor for AI-Driven Planning
Mercor Inc
Mercor is hiring experienced Wealth Transfer Specialists to contribute their expertise on estate planning and wealth transfer strategies for AI systems development. This role includes reviewing AI outputs and providing structured feedback based on real-world scenarios from high-net-worth families. The ideal candidate will leverage 5+ years of experience in wealth management or estate planning and possess credentials like CFP, CFA, or JD. This position is part-time, offering competitive hourly compensation and the chance to shape advanced financial intelligence tools. #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 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...Remote work
- ...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 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 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 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
- YO IT Consulting seeks an experienced Wealth Manager to enhance AI's reasoning about personal finance... ...client scenarios, and refining financial planning responses to ensure clarity and... ...complex advisory situations. This is a remote opportunity based in the United States...Remote job
$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- 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
- ...reliable APIs designed for next-generation AI-driven interactions. Working within a highly... ...scalable engineering practices. This fully remote position offers strong ownership,... ...booking flows. Participate in architectural planning and technical decision-making to support...Remote workSecond jobLocal areaWork from home
- ...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
$125k - $175k
...AAF Wealth Management is seeking a driven, relationship-focused Wealth Advisor to join our team in a unique advisor-... ...delivering holistic financial planning, and growing your own... ...including wealth transfer, charitable giving,... ...this position is remote, occasional travel to...Remote work- ...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
- ...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
- ...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
$57.4k - $94.71k
...Equitable Advisors is seeking a driven Talent Sourcing Strategist to join the Wealth Management Early Career Recruiting team. This role... ...innovative techniques, including AI-enabled recruiting tools, to... ...outcomes. The position is remote with core engagement hours from...Remote work- ...Fundraising Strategist to join the Innovation & Development team. This remote position requires a sector expert to bridge nonprofit... ...into actionable insights for product teams. Join us to shape our innovative AI-driven fundraising solutions. #J-18808-Ljbffr DeKalb HealthRemote job
$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- ...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$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- ...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
- ...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
- ...strategies beyond traditional link building. This remote role involves managing outreach campaigns,... ...with journalists, and leveraging AI tools to enhance brand visibility. Candidates... ...platforms like Reddit and executing data-driven PR outreach. Join a dynamic team and help...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
$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
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