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Estate Planning Expert - AI Trainer

Job

Mercor

Remote

$208,000 Salary, Part-Time

Posted 2 days ago (Updated 3 hours ago) • Actively hiring

Expires 7/1/2026

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Job Description

Estate Planning Expert - AI Trainer Mercor - 4.0 Dallas, TX Job Details Part-time $80 - $120 an hour 15 hours ago Qualifications Financial planning Income tax planning Document review Estate planning Documentation reviews Full Job Description 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 For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome For any help or support, reach out to:
PS:
Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. #hiringmercor