Estate Planning Expert - Fully Remote | Upto $120/hr

Mercor
New York, NY
Category Operations
Job Description
We are seeking a Wealth Transfer Specialist to review and annotate AI-generated outputs related to estate and wealth transfer strategies. The ideal candidate has 5+ years of experience in wealth management, private banking, estate planning, or trust advisory, with expertise in estate, gift, and transfer tax planning.

Requirements

  • 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

Benefits

  • Competitive hourly rate of $80-$120/hour
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