This job posting has expired
Expired on April 2, 2026
Financial Planning Experts
Job Description
Develop expert-level financial planning content focused on special needs trusts, ABLE accounts, and benefits-preserving financial approaches. Apply expert judgment to guardianship-adjacent planning and SSI/Medicaid eligibility rules.
Responsibilities
- Develop expert-level financial planning content aligned with project guidelines
- Interpret and translate special needs financial plans into documentation
- Validate and refine content related to special needs trusts and ABLE accounts
- Evaluate benefits-preserving financial approaches
- Ensure accuracy around SSI and Medicaid eligibility rules
- Address transitions like adulthood planning and lifetime care preservation
Qualifications
- Strong professional background in special needs financial planning, disability-focused financial services, or elder law planning
- Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies
- Advanced understanding of SSI and Medicaid financial eligibility standards
- Excellent analytical skills with the ability to translate complex regulatory concepts into plain-language content
- Strong written communication skills