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Estate Planning Expert AI Trainer

Mercor

Job Location:

Marshall County, WV - USA

Monthly Salary: Not provided by the employer

Posted: 1 June 2026 (30+ days ago)

Application Deadline: 29 August 2026

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

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 DAngelo 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 2030 mins to complete)