Great Value Hiring · 1 day ago
Special Needs Financial Planning Expert
United States
Contract
Remote
Senior Level
$90/hr - $130/hrGreat Value Hiring is seeking a Special Needs Financial Planning Expert to create and review high-quality content related to special needs trusts and financial strategies. The role involves developing structured documentation, ensuring legal accuracy, and collaborating with project managers to meet deadlines.
Staffing & Recruiting
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
Qualification
Required
Strong experience in special needs financial planning, elder law planning, or disability-focused financial services
Demonstrated expertise in special needs trusts
Demonstrated expertise in ABLE accounts
Demonstrated expertise in 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
Company
Great Value Hiring
We started "Great Value Hiring" with a simple idea: to make meaningful connections.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase