11 days ago
Wealth Transfer Specialist
Keystone Recruitment
Hybrid
Contractor
$100,000
Hybrid
Job Overview
Job TitleWealth Transfer Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$100,000
LocationHybrid
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Job Description
Role: Wealth Transfer Specialist
We are hiring on behalf of one of our clients for an experienced Wealth Transfer Specialist to support the development of advanced financial intelligence systems. This role involves applying real-world estate planning and wealth transfer expertise to evaluate and improve AI-generated financial analysis. The ideal candidate has hands-on experience advising clients on estate, trust, and tax-efficient wealth transfer strategies and is comfortable translating complex planning logic into structured, high-quality written feedback.
Key Responsibilities
- Review and evaluate AI-generated outputs related to estate and wealth transfer planning
- Assess strategies involving trusts, gifting structures, and tax-efficient asset transfers
- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios
- Evaluate planning approaches for liquidity events, succession planning, and family governance
- Structure and annotate case-based planning scenarios 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
Required Qualifications
- 5+ years of experience in wealth management, estate planning, trust advisory, private banking, or related fields
- Strong expertise in estate, gift, and transfer tax planning
- Experience advising clients on trust structures and intergenerational planning strategies
- Ability to review and interpret technical financial and legal documentation
- Strong analytical writing and structured feedback skills
Preferred Qualifications
- CFP®, CFA®, CPA, JD, or comparable professional experience
- Experience in multi-family office, RIA, or fiduciary advisory environments
- Familiarity with cross-border wealth transfer considerations
- Experience mentoring or reviewing financial planning strategies
Engagement Details
- Independent contractor engagement
- Fully remote with flexible scheduling
- Project-based or part-time (approximately 10–20 hours per week)
- Hourly compensation: $80–$120 depending on experience and scope
- Weekly payment via secure payment platforms
Applicants must be legally authorized to perform independent contractor services in their country of residence.
Key skills/competency
- Wealth Management
- Estate Planning
- Trust Advisory
- Tax Planning (Estate, Gift, GST)
- AI Evaluation
- Financial Analysis
- Compliance Risk Assessment
- Structured Feedback
- Succession Planning
- Intergenerational Planning
How to Get Hired at Keystone Recruitment
- Research Keystone Recruitment's client: Study the client's mission, values, and how they leverage advanced financial intelligence.
- Tailor your resume: Highlight your 5+ years in wealth management, estate planning, and expertise in tax-efficient wealth transfer strategies.
- Showcase AI interaction: Emphasize experience evaluating financial analysis outputs and providing structured feedback for AI improvement.
- Prepare for technical discussions: Be ready to discuss specific estate, gift, and generation-skipping transfer tax scenarios and trust structures.
- Demonstrate communication skills: Practice articulating complex planning logic and delivering clear, analytical written feedback effectively.
Frequently Asked Questions
Find answers to common questions about this job opportunity
01What is the primary focus of the Wealth Transfer Specialist role at Keystone Recruitment's client?
02What kind of tax expertise is essential for the Wealth Transfer Specialist position?
03Is the Wealth Transfer Specialist position offered by Keystone Recruitment's client a full-time or part-time opportunity?
04Are there any specific professional certifications preferred for this Wealth Transfer Specialist role with Keystone Recruitment?
05How is the compensation structured for the Wealth Transfer Specialist at Keystone Recruitment's client?
06What types of financial documents will the Wealth Transfer Specialist need to interpret?
07What does 'evaluating planning approaches for liquidity events' mean in this role?
08How does the Wealth Transfer Specialist contribute to AI training?
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