Special Needs Financial Planning Expert

Role Overview

Mercor is seeking experienced special needs financial planning professionals to support a new dataset development project focused on disability-related financial planning and public benefits coordination. This role involves creating and reviewing high-quality, structured content related to special needs trusts, ABLE accounts, and benefits-preserving financial strategies, which will be used to evaluate and demonstrate advanced AI systems.

Key Responsibilities

• Develop and organize expert-level financial planning content aligned with project guidelines and review standards
• Review, interpret, and translate special needs financial plans into clear, structured documentation
• Validate content related to special needs trusts (first-party and third-party), ABLE accounts, and guardianship-adjacent financial planning considerations
• Ensure legal and technical accuracy regarding SSI and Medicaid eligibility rules, including income and asset treatment
• Apply expert judgment to common financial planning transitions, including transition to adulthood, inheritance planning, and lifetime care and benefits preservation
• Provide structured feedback to improve dataset accuracy, clarity, and consistency
• Collaborate asynchronously with the project manager and meet all deadlines

You’re a Strong Fit If You Have

• 8+ years of experience in special needs financial planning, elder law planning, or disability-focused financial services
• Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies
• Advanced understanding of SSI and Medicaid financial eligibility standards
• Experience working with families of individuals with disabilities on long-term planning and transitions
• Strong analytical skills with the ability to translate complex financial and regulatory concepts into structured, plain-language documentation
• Excellent attention to detail and comfort working within highly structured content frameworks
• Ability to work independently and deliver high-quality work under tight timelines

Role Details

• Type: Part-time, project-based
• Expected Duration: 4–6 weeks
• Engagement: ~10–15 hours per week