Remote Disability Financial Advisor
Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-02-06
San Francisco, San Francisco County, California, 94199, USA
Listing for:
Mercor
Part Time, Remote/Work from Home
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Overview
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark
, General Catalyst
, Peter Thiel
, Adam D'Angelo
, Larry Summers
, and Jack Dorsey
.
Position: Special Needs Financial Planning Professional
Type: Part-time, project-based
Compensation: $90–$130/hour
Duration: 4–6 weeks
Commitment: 10–15 hours/week
Role 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.
Must-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, 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 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.
- Upload resume
- AI interview based on your resume
- Submit form
- For details about the interview process and platform information, please check:
- For any help or support, reach out to:
PS:
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