Wealth Transfer Specialist
Keystone Recruitment
Job Overview
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Job Description
Wealth Transfer Specialist (Remote)
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 Transfer
- Estate Planning
- AI Evaluation
- Financial Analysis
- Trust Structures
- Tax Planning
- Gifting Strategies
- Succession Planning
- Financial Intelligence
- Analytical Writing
How to Get Hired at Keystone Recruitment
- Research Keystone Recruitment's focus: Study their client base and typical roles to understand their niche in financial services and AI.
- Tailor your resume for AI and wealth transfer: Highlight specific experience in estate planning, tax strategies, and any exposure to financial technology or AI evaluation.
- Showcase your advisory skills: Provide concrete examples of how you've advised clients on complex wealth transfer and trust structures in past roles.
- Prepare for technical feedback discussions: Be ready to discuss how you would identify and articulate gaps or inconsistencies in AI-generated financial recommendations.
- Demonstrate remote collaboration capabilities: Emphasize your ability to work effectively independently and provide high-quality output in a global remote setting.
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