LearnLux Financial Wellbeing is hiring a
Certified Financial Planner in United States

Logo of LearnLux Financial Wellbeing
Certified Financial Planner
🏢 LearnLux Financial Wellbeing
💵 ~$145k-$303k
📍United States
📅 Posted on Jun 11, 2024


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.


  • 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


  • 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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