AI-Driven Wealth Transfer Specialist
Job in
Springfield, Sangamon County, Illinois, 62701, USA
Listed on 2026-06-07
Listing for:
Mercor
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Mercor is seeking experienced Wealth Transfer Specialists to work with an AI research lab that develops advanced financial intelligence systems. The ideal candidate will provide their wealth transfer expertise to enhance AI understanding of estate planning and related strategies.
Responsibilities include reviewing AI outputs, evaluating model reasoning on trusts and tax strategies, and collaborating with researchers. Candidates should have 5+ years in the field, strong tax planning knowledge, and direct experience with HNW clients.
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