Remote Wealth Transfer Specialist for AI Estate Planning
Mercor
- Remote job
Mercor is seeking experienced Wealth Transfer Specialists to join a cutting-edge AI research lab aiming to enhance financial intelligence systems. This role involves training and refining AI systems with real-world expertise in wealth transfer and estate planning, advocating for high-net-worth clients. Ideal candidates will have 5+ years in relevant fields, a strong background in tax planning, and the ability to provide structured feedback to improve AI outputs. Enjoy competitive compensation and a chance to shape future AI financial advisory tools. #J-18808-Ljbffr Mercor
$100 - $150 per hour
...with a leading AI lab to train frontier... .... We're hiring Specialist Lawyers in Real Estate, Tax, Bankruptcy... ..., estate planning, plus the workflows... ...nexus analysis, transfer pricing, 501(c)(... ...institution, or wealth management firm... ...ideally 40+) Fully remote Must be based in...Remote jobWork at officeImmediate start- A specialized legal firm is seeking a Trusts & Estates Associate. This role involves supporting clients in estate planning, tax planning, and wealth management, including drafting documents and advising on wealth transfer strategies. Candidates must possess a Juris Doctor...Suggested
- ...stablished in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice... ...this role allows a flexible work schedule with a hybrid remote/in-office presence. Job Requirements Significant portable...Remote workWork at officeRelocationFlexible hours
- Mercor is seeking experienced Wealth Transfer Specialists to train AI systems focused on financial intelligence related to estate planning. Ideal candidates will have over 5 years of experience in wealth management and possess strong expertise in tax planning. This project...Remote jobHourly pay
$80 - $120 per hour
Mercor is seeking experienced Wealth Transfer Specialists to assist in the development of cutting-edge AI financial intelligence systems. This role involves training AI with real-world expertise in estate planning and wealth transfer strategies. The ideal candidate has...Remote jobHourly pay10 hours per week$155k - $165k
...Estate & Wealth Transfer Planning Attorney New Gig Solutions – Confidential Client Location: Fully Remote New Gig Solutions is partnering with a growing and highly sophisticated legal practice seeking an experienced Estate & Wealth Transfer Planning Attorney...Remote workPrivate practice$74.68k
...Information Technology Specialist position, you will... ...-Free Workplace Plan for drug testing procedures... ..., production, transfer, shipping,... ...disabilities possess a wealth of unique talents,... ...artificial intelligence (AI) such as a large... ...electronics shop, remote sites (which may require...Remote workPermanent employmentFull timePart timeFor contractorsInternshipWork at officeLocal area$70k - $130k
...RBC is hiring a Senior Associate Wealth Strategist in Minneapolis to support wealth transfer planning for high net worth clients. The role involves collaboration with... ...Strategists and providing expertise in tax, estate, and business succession planning. Candidates must...Flexible hours- ...EP Wealth Advisors is seeking an Advanced Wealth Strategist to analyze client portfolios and develop wealth transfer strategies. This remote role includes significant client engagement in Torrance, California. Key qualifications include a CFP designation, 10+ years in...Remote workFlexible hours
$70k - $90k
...role (4 days in office / 1 day remote). Responsibilities Serve as... ...expert resource for deceased estate matters across the... ...authorizations. Coordinate the transfer or liquidation of securities,... ...transfers. Knowledge of estate planning strategies and trust structures...Remote workWork at office- ...Four Corners Wealth Management is redefining the financial planning and wealth management space by providing an... ...* RETIREMENT (distribute) * ESTATE & LEGACY (transfer) We are proud to be affiliated... ...proactive Financial Planning Specialist to join our team. This role is...Work at office
- ...Partners centralizes investments, planning, and professional services... ...integrated approach to tax, estate, giving, law, and finance... ..., and intergenerational transfer services. Role Description Analog... ...Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady...Remote workFull timeWork at office
$85 - $120 per hour
...development of advanced AI models focused... ...reasoning. As a Specialist Lawyer in Real Estate, Tax, Bankruptcy... ..., and estate planning workflows.... ...nexus analysis, transfer pricing, 501(c)(... ...institution, or wealth management firm.... ...hours). Fully remote position, applicants...Remote jobHourly payImmediate start$225k - $420k
...AM LAW top 100 firm who is seeking a Trusts & Estates Attorney to join its growing private wealth practice. This is an excellent opportunity for... ...business owners, and fiduciaries on complex estate planning and wealth transfer matters. The practice is known for its...Temporary workPrivate practiceLocal area$97.75k - $115k
...Associate Wealth Advisor, UHNW (Boulder, CO) Boulder... ...integrating financial planning, investment management... ...management, tax, estate, insurance, and more,... ...as a team with these specialists, you will help a wide... ...with a combination of remote and office work in a professional...Remote workTemporary workWork at officeMonday to FridayFlexible hours- ...Contractor Location: Remote Role Description This... ...the next generation of AI systems reason about personal... ...construction, estate planning, tax‑aware investing,... ...looking for experienced Wealth Managers who can challenge... ...‑generational wealth transfer. Review and refine AI‑...Remote workFor contractorsWork at office
$106.25k - $125k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...and challenges. Regis Wealth Advisors work hand-in-... ...as a team with these specialists, you will help a wide... ...with a combination of remote and office work in a...Remote workTemporary workWork at officeLocal areaMonday to FridayFlexible hours$35.59 - $52.64 per hour
...law firm, is seeking a Legal Practice Specialist for our Trusts & Estates team in our Corporate Department in... ..., including air, hotel, and car plans for timekeeper off‑site meetings and... ...combining in‑office work days as well as remote work days. Pay range in Chicago: $35...Remote workHourly payFull timeTemporary workLocal area$80k
...Dew Wealth Management is a Fiduciary Investment Advisory... ...deep into advanced planning strategies irrevocable... ...optimization, and wealth transfer techniques. The problems... ...you. This is a fully remote role with no business development... ...find technical tax and estate planning topics boring...Remote workCurrently hiringWork at officeEasy workAfternoon shift- ...YO IT Consulting is seeking experienced Wealth Managers for a unique remote opportunity. You'll contribute to enhancing AI systems in personal finance and engage with high... ...knowledge of fiduciary standards and financial planning. Your role will involve evaluating AI...Remote workFor contractors
$215k - $275k
..., is seeking a Private Wealth Associate with 4-8 years... ...established trusts and estates practice. This position... ...St. Louis, as well as remote flexibility. The ideal... ...on sophisticated estate planning, including drafting... ...trusts, and other wealth transfer structures. This role also...Remote workPermanent employmentPrivate practice- ...IT Consulting is seeking experienced Wealth Managers to evaluate AI systems' reasoning in personal finance... ...and providing feedback on financial planning and investment strategies. Candidates... ...fiduciary standards. The position is remote and offers a unique opportunity to contribute...Remote workFor contractors
- ...YO IT Consulting seeks an experienced Wealth Manager for a project involving AI and financial advisory. This remote role requires expertise in wealth management to evaluate... ...have over 4 years of experience in financial planning, with a strong ability to translate complex...Remote workFor contractors
$60k
...Wealth Specialist Victory Capital is a diversified global asset management firm headquartered in... ...private funds, a 529 Education Savings Plan, and brokerage services. Victory Capital... ...Expertise & Account Management Open, transfer, and maintain investment accounts with...Flexible hours- ...YO IT Consulting is seeking an experienced Wealth Manager to work remotely. The role involves evaluating AI-generated responses and challenging advanced language... ...deep knowledge in investment strategies and estate planning. The position focuses on enhancing model accuracy...Remote work
- ...YO IT Consulting is seeking experienced Wealth Managers to evaluate AI systems in financial planning. This remote contractor position requires over 4 years of experience... ...should have a robust understanding of estate planning, tax-aware investing, and risk tolerance...Remote workFor contractors
- ...Beach is looking for a Senior Family Wealth Strategist who will provide expert wealth planning solutions for ultra-high-net-... ...10 years' experience in tax and estate planning, particularly with clients... ...position allows for hybrid or remote work arrangements. #J-18808-Ljbffr...Remote work
- RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth clients across the United States. The role involves collaborating with external Wealth Strategists and Financial Advisors, providing essential...Flexible hours
- ...Consulting is seeking experienced Wealth Managers to contribute to AI systems' understanding of... ...financial scenarios. This remote role involves evaluating AI... ...management, financial planning, and investment strategies. Strong knowledge in estate planning, risk assessment,...Remote workFor contractors
- ...YO IT Consulting is looking for experienced Wealth Managers to engage with AI systems focusing on personal finance, portfolio construction, and retirement... ..., with a strong understanding of fiduciary standards, investment planning, and client interactions. #J-18808-Ljbffr...Remote work
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