Crossing Hurdles · 8 hours ago
Financial Planning Experts | Remote
United States
Contract
Remote
Senior Level
$90/hr - $130/hrCrossing Hurdles is seeking a Special Needs Financial Planning Expert to develop and organize expert-level financial planning content. The role involves reviewing and translating financial plans, validating content related to special needs trusts, and ensuring accuracy around eligibility rules for SSI and Medicaid.
Staffing & Recruiting
Hiring Manager
Sankalp Chhabra
Responsibilities
Develop and organize expert-level financial planning content aligned with structured project guidelines
Review, interpret, and translate special needs financial plans into clear, consistent documentation
Validate and refine content related to special needs trusts (first-party and third-party)
Evaluate and document ABLE account strategies and benefits-preserving financial approaches
Apply expert judgment to guardianship-adjacent financial planning considerations
Ensure accuracy around SSI and Medicaid eligibility rules, including income and asset treatment
Address common financial planning transitions such as adulthood planning, inheritance strategies, and lifetime care preservation
Provide structured feedback to improve dataset clarity, consistency, and technical accuracy
Collaborate asynchronously with project stakeholders and meet delivery timelines
Qualification
Required
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
Experience supporting families of individuals with disabilities through long-term planning and life transitions
Excellent analytical skills with the ability to translate complex regulatory concepts into clear, plain-language content
High attention to detail and comfort working within structured documentation frameworks
Strong written communication skills
Ability to work independently in a fully remote environment
Company
Crossing Hurdles
At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase