[Hiring] Wealth Transfer Specialist - Estate Planning @Mercor

Role Description

The Wealth Transfer Specialist will be responsible for:

• Reviewing and annotating AI-generated outputs related to estate and wealth transfer strategies.
• Evaluating model reasoning on trusts, gifting strategies, and tax-efficient structuring.
• Providing expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.
• Validating planning approaches for liquidity events, succession, and family governance.
• Labeling and structuring case-based planning data for AI training.
• Identifying gaps, inconsistencies, or compliance risks in AI-generated recommendations.
• Collaborating with research teams to improve model accuracy in financial planning workflows.

Qualifications

• 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.

Requirements

• CFP, CFA, CPA, JD, or similar credential (preferred).
• Experience in multi-family office or RIA environments (preferred).
• Exposure to cross-border wealth transfer strategies (preferred).
• Prior experience mentoring, reviewing planning strategies, or training junior advisors (preferred).

Application Process

• Upload resume.
• AI interview based on your resume.
• Submit form.

Resources & Support

• For details about the interview process and platform information, please check: Interview Process .
• For any help or support, reach out to: [email protected] .