Financial Planning Experts | Remote

Position: Special Needs Financial Planning Expert

Type: Hourly contract

Compensation: $90–$130/hour

Location: Remote

Commitment: 10–40 hours/week

Role Responsibilities

• Develop and organize expert-level financial planning content aligned with structured project guidelines.
• Review, interpret, and translate special needs financial plans into clear, consistent documentation.
• Validate and refine content related to special needs trusts (first-party and third-party).
• Evaluate and document ABLE account strategies and benefits-preserving financial approaches.
• Apply expert judgment to guardianship-adjacent financial planning considerations.
• Ensure accuracy around SSI and Medicaid eligibility rules, including income and asset treatment.
• Address common financial planning transitions such as adulthood planning, inheritance strategies, and lifetime care preservation.
• Provide structured feedback to improve dataset clarity, consistency, and technical accuracy.
• Collaborate asynchronously with project stakeholders and meet delivery timelines.

Requirements

• Strong professional background in special needs financial planning, disability-focused financial services, or elder law planning.
• Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies.
• Advanced understanding of SSI and Medicaid financial eligibility standards.
• Experience supporting families of individuals with disabilities through long-term planning and life transitions.
• Excellent analytical skills with the ability to translate complex regulatory concepts into clear, plain-language content.
• High attention to detail and comfort working within structured documentation frameworks.
• Strong written communication skills.
• Ability to work independently in a fully remote environment.

Application Process (Takes 20 Mins)

• Upload resume
• Interview (15 min)
• Submit form