LearnLux is hiring a
Certified Financial Planner, Remote - United States
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Summary
The job is for a remote Certified Financial Planner™ on contract basis with LearnLux, working 5-20 hours per week to provide financial guidance to Canadian employees. The role involves budgeting, retirement readiness, equity compensation, and more, and reports to the Director of Financial Planning.
Requirements
- CFPⓇ designation
- Passion for educating individuals to take control and invest in their financial future
- Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, 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, retirement readiness, equity compensation, and more
- Participate in regular 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
- Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
Preferred Qualifications
- Startup and/or Fintech experience
- CPA, Enrolled Agent or similar
- Bi-lingual (Spanish)
- Experience creating presentations and presenting to large audiences
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