Remote Wealth Transfer Advisor for AI-Driven Planning
Mercor
- Remote job
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. This position offers competitive hourly compensation and allows for flexible part-time engagement of 10-20 hours per week. Grow your career with cutting-edge AI research in financial advisory. #J-18808-Ljbffr Mercor
- 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 jobHourly 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 job
- 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 job
- 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 jobHourly pay
- 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...Remote jobHourly payPart time
- Mercor is looking for experienced Wealth Transfer Specialists to support an AI research lab developing cutting-edge financial intelligence systems. The ideal... ...5 years of experience in wealth management or estate planning, focusing on training AI systems with real-world...Remote job
- 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 jobPart 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 jobHourly 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
- 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
$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
- ...A leading accounting firm is seeking a Senior Manager in Transfer Tax Technical Research and Compliance. This role involves overseeing... ...engagements, providing technical expertise and guidance in estate planning, and mentoring staff. The ideal candidate has at least 5 years...Remote workFull timeFlexible hours
$150 per hour
A leading technology firm is seeking a remote Finance Expert to support an AI training project. Responsibilities include building financial models and evaluating AI-driven analyses. Candidates must have at least 2 years of experience in Investment Banking or Private Equity...Remote jobHourly payFlexible 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
$100 - $120 per hour
...US, UK, Canada, France, Portugal (remote) We are seeking a Strategic Finance AI Expert to bridge advanced analytics... ...teams to make faster, data-driven decisions. The ideal candidate will... ...incorporating AI-driven forecasting, scenario planning, and sensitivity analysis....Remote workHourly payContract workPart timeWeekday work$100k - $125k
...building and optimizing financial planning systems, ensuring seamless... ...high-growth SaaS environment Remote-first work culture with global... ...Inclusive, ownership-driven culture focused on impact and... ...Jobgether works: We use an AI-powered matching process to ensure...Remote jobFull time- ...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
- Position Associate Wealth Advisor Job Code: 8406 Req ID: 5... ...engage in a discovery-driven process to truly understand... ...wealth transfer strategies, providing... ...streamline financial planning processes, offering clients... ...branch position with no remote work option at this time...Remote workFull timeFlexible hours
$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- ...construction, risk management, and investment strategy for advanced AI systems in institutional investing. The ideal candidates will... ...stress-testing strategies across market conditions. Join Mercor to impact the future of AI-driven asset management. #J-18808-Ljbffr MercorRemote job
$175k - $275k
...Managing Principal, AI-Driven Commercial Effectiveness ODAIA delivers... ...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...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$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- Mercor is seeking experienced Portfolio Managers in California to help build advanced AI-driven asset management systems. The role requires a strong background in investment management, with a focus on portfolio construction and risk assessment. The ideal candidate will...Remote job
- ...construction, risk management, and investment strategies aimed at enhancing AI systems for institutional investing. Ideal candidates have... ...risks and develop effective portfolio strategies. Join us to help shape the future of AI-driven asset management. #J-18808-Ljbffr MercorRemote job
- ...will provide high-level input on portfolio construction, evaluate AI-generated strategies, and guide model development. The ideal... ...Candidates with a CFA or MBA will have an advantage. Join us to influence the future of AI-driven asset management. #J-18808-Ljbffr MercorRemote job
$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... ...$207,000 to $377,000 annually and offers remote work flexibility. #J-18808-Ljbffr YelpRemote job$80k - $100k
...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 Seer...Remote job- 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 jobContract workPart timeWeekday work
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