Estate Planning Expert - AI Trainer

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: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.