Overview
A remote contract opportunity is available for a Wealth Transfer Specialist with compensation ranging from $80 to $120 per hour. This role involves working with AI-generated outputs related to estate and wealth transfer strategies.
Responsibilities
- Review and annotate AI-generated outputs concerning 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 purposes.
- Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations.
- Collaborate with research teams to improve model accuracy in financial planning workflows.
Requirements
- Minimum of 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 high-net-worth (HNW) or ultra-high-net-worth (UHNW) families.
- Familiarity with trust structures such as GRATs, SLATs, dynasty trusts, ILITs, etc.
- Strong written communication skills with the ability to provide structured analytical feedback.
- Comfortable reviewing technical financial and legal documentation.
Preferred Qualifications
- Professional credentials such as CFP®, CFA®, CPA, JD, or similar.
- Experience in multi-family office or Registered Investment Advisor (RIA) environments.
- Exposure to cross-border wealth transfer strategies.
- Prior experience mentoring, reviewing planning strategies, or training junior advisors.
Application Process
- Upload your resume.
- Complete an AI interview based on your resume.
- Submit the application form.
Applications are reviewed daily. Completion of the AI interview and application steps is required for consideration.
Location
Compensation