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 Now
Apply Now
• 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 Now
Apply Now