Financial Planning Expert

About This Role

Keystone Recruitment is seeking an experienced special needs financial planning professional to support a dataset development project. This role involves creating and reviewing high-quality content focused on disability-related financial planning and benefits coordination to help advanced AI systems understand complex planning scenarios.

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, ABLE accounts, and 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, such as transition to adulthood, inheritance planning, and 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.

Requirements

• 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, and 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 to translate complex financial and regulatory concepts into structured, plain-language documentation.
• Excellent attention to detail and comfort working within structured content frameworks.
• Ability to work independently and deliver high-quality work under tight timelines.

Qualifications

• 8+ years of experience in special needs financial planning, elder law planning, or disability-focused financial services.

Skills

* Required skills