Financial Planning Expert (Remote) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Keystone Recruitment · 4 hours ago

Financial Planning Expert (Remote)

positionUnited States
timeContract
remoteRemote
senioritySenior Level, Lead/Staff
money$90/hr - $130/hr
date8+ years exp

Keystone Recruitment is seeking experienced professionals in special needs financial planning to support a structured content development initiative. The role involves developing and reviewing expert-level content related to special needs trusts, ABLE accounts, and benefits-preserving financial strategies, contributing to the evaluation and improvement of advanced AI systems in the financial planning domain.

Staffing & Recruiting

Responsibilities

Develop high-quality, structured financial planning content aligned with defined project guidelines
Review and translate complex special needs financial plans into clear, organized documentation
Ensure technical and regulatory accuracy related to:
First-party and third-party special needs trusts
ABLE accounts
Guardianship-related financial considerations
SSI and Medicaid income and asset eligibility rules
Apply subject-matter expertise to common planning transitions, including:
Transition to adulthood
Inheritance planning
Lifetime care and long-term benefits preservation
Provide structured feedback to improve clarity, consistency, and analytical rigor
Collaborate remotely and meet established project deadlines

Qualification

Special needs financial planningSpecial needs trustsABLE accountsSSIMedicaid standardsLong-term financial planningAnalytical skillsAttention to detail

Required

8+ years of professional 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
Strong understanding of SSI and Medicaid financial eligibility standards
Experience advising families of individuals with disabilities on long-term financial planning
Ability to translate complex financial and regulatory frameworks into clear, structured documentation
Strong analytical skills and attention to detail
Ability to work independently in a remote, project-based environment

Company

Keystone Recruitment

twitter
company-logo
Great companies are built on strong people. At Keystone Recruitment, we identify the pivotal talent that holds your organisation together.
people-size11-50 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase