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

Remote, USA • Full-time • Posted 2026-05-04

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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