Wealth Management Advisor | Remote

Position: Wealth Transfer Specialist

Type: Hourly contract

Compensation: $80–$120 per hour

Location: Remote

Commitment: Part-time, approximately 10–20 hours per week

Role Responsibilities

• Review and annotate AI-generated outputs related to estate planning and wealth transfer strategies
• Evaluate AI reasoning on trusts, gifting strategies, and tax-efficient structuring approaches
• Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios
• Validate planning strategies involving liquidity events, succession, and family governance
• Structure and label case-based wealth planning data for AI training purposes
• Identify gaps, inconsistencies, and compliance risks in AI-generated financial recommendations
• Collaborate with research teams to improve model accuracy in estate and financial planning workflows

Requirements

• Strong experience in wealth management, private banking, estate planning, or trust advisory
• Strong expertise in estate, gift, and wealth transfer tax planning
• Strong experience advising HNW or UHNW clients
• Strong familiarity with advanced trust structures and wealth transfer vehicles
• Ability to review technical financial and legal documentation with precision
• Strong written communication skills and ability to provide structured analytical feedback
• Ability to work independently in a remote, project-based environment

Application Process (Takes 20 Mins)

• Upload your resume.
• Complete an interview.
• Submit a short form.