Wealth Transfer Specialist - Estate Planning
$80 - $120 per hourMercor
Job Description
Job Description
About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Position: Wealth Transfer Specialist
Type: Contract
Compensation: $80–$120/hour
Location: Remote
Role Responsibilities
- Review and annotate AI-generated outputs related to estate and wealth transfer strategies.
- Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring .
- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.
- Validate planning approaches for liquidity events, succession, and family governance.
- Label and structure case-based planning data for AI training .
- Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations .
- Collaborate with research teams to improve model accuracy in financial planning workflows.
Qualifications
Must-Have
- 5+ years of experience in wealth management, private banking, estate planning, or trust advisory.
- Strong expertise in estate, gift, and transfer tax planning.
- Direct experience working with HNW or UHNW families.
- Familiarity with trust structures ( GRATs , SLATs , dynasty trusts, ILITs , etc.).
- Strong written communication skills and ability to provide structured analytical feedback.
- Comfort reviewing technical financial and legal documentation.
Preferred
- CFP , CFA , CPA , JD , or similar credential.
- Experience in multi-family office or RIA environments.
- Exposure to cross-border wealth transfer strategies.
- Prior experience mentoring, reviewing planning strategies, or training junior advisors.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check:
- For any help or support, reach out to: View email address on ziprecruiter.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted 9 days ago
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