Estate Planning Expert - AI Trainer at Mercor

Job Description:

Latest job information from Mercor for the position of Estate Planning Expert - AI Trainer. If the Estate Planning Expert - AI Trainer vacancy in Dallas matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Mercor for the position of Estate Planning Expert - AI Trainer below matches your qualifications.

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 D'Angelo, 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 20–30 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

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PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Info:

• Company: Mercor
• Position: Estate Planning Expert - AI Trainer
• Work Location: Dallas
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Estate Planning Expert - AI Trainer at the office Dallas above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.