Posted over 30 days ago. Roles like this often stay open for a while, so it's still worth applying.
Special Needs Financial Planning Expert at Mercor
posted 9 months agoSpecial Needs Financial Planning Expert | $90–130/hr | Remote
Mercor is seeking experienced special needs financial planning professionals to support a cutting-edge dataset development project focused on disability-related financial planning and public benefits coordination. This unique opportunity involves creating and reviewing high-quality, structured content that 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 strategies
- 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: Approximately 10–15 hours per week
How to apply for this role
- Upload your resume — keep it up-to-date and in English. Mercor will auto-fill your profile from it.
- Complete the AI interview — a 15-minute conversation about your experience. Be ready to discuss specific projects and challenges you've solved.
- Submit your application — only about 20% of applicants finish all the steps, so completing yours puts you well ahead.