Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
March 11
🇺🇸 United States – Remote
💵 $180k - $215k / year
⏰ Full Time
🟠 Senior
🧬 Research Scientist
🦅 H1B Visa Sponsor
Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
• Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. • By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. • Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth. • A key reason behind our position as the #1 estate planning platform is our team. • Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. • Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators! • Applied Scientists will work collaboratively with Software Engineers and other Applied Scientists to pursue a broad range of AI initiatives. • By using a combination of various state-of-the-art natural language and vision models, Applied Scientists will help build complex legal AI agents.
• Bachelor's, Master’s OR PhD degree in Computer Science, Electrical or Computer Engineering, or related field (e.g., statistics, predictive analytics, research) • Experience building sophisticated RAG pipelines with LLMs (with frameworks like LangChain, LlamaIndex, Hamilton, etc.) • Experience working on deep learning architectures specifically with Natural language-based models (Pytorch/Tensorflow), vector databases and graph databases • Experience developing applications using prompt engineering, fine tuning, Google Vertex AI APIs, Azure Open AI APIs or equivalent.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
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