Remote Special Needs Financial Planning Expert - AI Trainer ($90-$130 per hour)

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 - 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 - 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 - 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 Apply tot his job