Certified Financial Planner

Summary

Join LearnLux as a full-time, remote Certified Financial Planner™! You will provide unbiased financial guidance to employees using LearnLux's digital platform. Your expertise will help employees achieve their financial goals across various areas, from budgeting to retirement planning. This East Coast-focused role reports to the Director of Financial Planning and offers a remote-first work environment. Leverage your CFP® designation and extensive financial experience to make a real impact. LearnLux is a leading workplace financial wellbeing provider with a supportive and inclusive team culture.

Requirements

• Must be located on the East Coast or have the ability to work East Coast hours (8 AM - 5 PM EST)
• CFP® designation
• Passion for educating individuals to take control and invest in their financial future
• Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Can demonstrate ability to take initiative and execute
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance and more

Responsibilities

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, student loans, retirement readiness, equity compensation, debt management and more
• Advise on the LearnLux methodology to improve and respond to the changing financial environment
• Participate in weekly team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
• Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platform
• Design and lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

Preferred Qualifications

• CPA, Enrolled Agent, or similar
• Certification in Credit Counseling
• Additional Certifications
• Startup and/or Fintech experience
• Bi-lingual (Spanish)
• Experience creating presentations and presenting to large audiences virtually or in-person
• Availability to work occasional evenings and Saturday
• Ability to occasionally travel to on-site events

Benefits

• Remote-first company structure
• Medical, dental, and vision, HSA, FSA, DCFSA
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Equity (Full-time employees)
• Flexible Time Off
• Maternity leave
• A supportive, inclusive team culture
• Paid Sabbatical after 5 years of service
• Quarterly off-sites for in-person collaboration
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology