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Remote Wealth Transfer Advisor AI-Driven Planning

Remote / Online - Candidates ideally in
Arlington, Tarrant County, Texas, 76001, USA
Listing for: Mercor
Part Time, Remote/Work from Home position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Remote Wealth Transfer Advisor for AI-Driven Planning

Mercor is looking for experienced Wealth Transfer Specialists to support an AI research lab in developing advanced financial intelligence. This role involves reviewing AI outputs, providing expert feedback on strategies related to estate and wealth transfer, and helping to refine AI models with practical insights.

The ideal candidate will have over five years of experience in wealth management or estate planning, strong communication skills, and familiarity with tax strategies and trust structures. Part-time hours with competitive compensation are offered for this engaging position.

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