Wealth Management Advisor | RemoteCrossing Hurdles • New York, New York, United States
Wealth Management Advisor | Remote
Crossing Hurdles
- New York, New York, United States
- New York, New York, United States
Über
Wealth Transfer Specialist
Type:
Hourly contract
Compensation:
$80–$120 per hour
Location:
Remote
Commitment:
Part-time, approximately 10–20 hours per week
Role Responsibilities
Review and annotate AI-generated outputs related to estate planning and wealth transfer strategies
Evaluate AI reasoning on trusts, gifting strategies, and tax‑efficient structuring approaches
Provide expert feedback on estate tax, gift tax, and generation‑skipping transfer tax scenarios
Validate planning strategies involving liquidity events, succession, and family governance
Structure and label case‑based wealth planning data for AI training purposes
Identify gaps, inconsistencies, and compliance risks in AI‑generated financial recommendations
Collaborate with research teams to improve model accuracy in estate and financial planning workflows
Requirements
Strong experience in wealth management, private banking, estate planning, or trust advisory
Strong expertise in estate, gift, and wealth transfer tax planning
Strong experience advising HNW or UHNW clients
Strong familiarity with advanced trust structures and wealth transfer vehicles
Ability to review technical financial and legal documentation with precision
Strong written communication skills and ability to provide structured analytical feedback
Ability to work independently in a remote, project‑based environment
Application Process (Takes 20 Mins)
Upload your resume.
Complete an interview.
Submit a short form.
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Sprachkenntnisse
- English
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