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Wealth Transfer Specialist - Estate Planning
Mercor
New York, NY
Category
Operations
Apply for Job
Remote
Job Description
We are looking for a Wealth Transfer Specialist to review AI-generated outputs related to estate and wealth transfer strategies and provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.
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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