Wealth Transfer Specialist

Role Overview: Wealth Transfer Specialist

Keystone Recruitment is seeking an experienced Wealth Transfer Specialist to support the development of advanced financial intelligence systems for one of our clients. This remote role involves applying real-world estate planning and wealth transfer expertise to rigorously evaluate and enhance AI-generated financial analysis.

The ideal candidate possesses hands-on experience advising clients on complex estate, trust, and tax-efficient wealth transfer strategies. You must be adept at translating intricate planning logic into structured, high-quality written feedback, ensuring clarity and accuracy in AI outputs.

Key Responsibilities

• Review and evaluate AI-generated outputs specifically related to estate and wealth transfer planning.
• Assess strategies involving trusts, various 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, comprehensive succession planning, and robust family governance.
• Structure and meticulously annotate case-based planning scenarios to effectively train AI models.
• Identify potential gaps, inconsistencies, or compliance risks within AI-generated recommendations.
• Collaborate closely with research teams to continuously improve model accuracy within financial planning workflows.

Required Qualifications

• 5+ years of demonstrable experience in wealth management, comprehensive estate planning, trust advisory, private banking, or closely related financial fields.
• Strong, in-depth expertise in estate, gift, and transfer tax planning.
• Proven experience advising clients on sophisticated trust structures and intergenerational planning strategies.
• Ability to critically review and interpret complex technical financial and legal documentation.
• Exceptional analytical writing and structured feedback skills.

Preferred Qualifications

• Possession of CFP®, CFA®, CPA, JD, or comparable professional certifications and experience.
• Experience within multi-family office, Registered Investment Advisor (RIA), or fiduciary advisory environments.
• Familiarity with cross-border wealth transfer considerations.
• Prior experience mentoring or reviewing financial planning strategies.

Engagement Details

• This is an independent contractor engagement.
• The role is fully remote with flexible scheduling.
• Project-based or part-time work, approximately 10–20 hours per week.
• Hourly compensation ranges from $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

• Estate Planning
• Wealth Transfer
• Trust Advisory
• Tax-Efficient Strategies
• AI Evaluation
• Financial Analysis
• Succession Planning
• Gifting Structures
• Compliance Risk
• Analytical Writing