[Hiring] Certified Financial Planner @LearnLux

Role Description

LearnLux is hiring a Certified Financial Planner® to join a fast-growing team that's redefining what financial wellness looks like at work. You'll bring deep equity compensation expertise to help members make sense of complex, high-stakes decisions, while also serving the full range of people we support, from those just starting to build savings to high net worth clients navigating significant wealth.

This is a chance to shape how a growing startup delivers financial guidance, working directly with employees rather than behind a desk, and helping build the playbook as we go.

This role is 100% remote within the US and reports to the Director of Financial Planning.

What you’ll do

• Serve as the team's go-to expert on equity compensation, helping members understand what they hold, what they owe, and what to do next.
• Meet with clients remotely over video, chat, and email on the full range of financial topics: budgeting, student loans, retirement readiness, equity compensation, debt management, investments, taxes, and more.
• Shape how LearnLux responds to a changing financial and regulatory environment, applying the LearnLux methodology to real client situations.
• Bring your expertise into weekly team meetings to sharpen the whole team's approach.
• Become fluent in your client company's benefit plans so you can act as an extension of their team.
• Partner with our content team to build outlines, lessons, and video content, with a natural emphasis on equity compensation and tax planning topics.
• Design and lead engagement campaigns for employer partners, including webinars and occasional on-site events.
• Provide coverage across shifts from 7 AM to 11 PM ET Monday through Friday, and 9 AM to 4 PM ET on Saturdays.

Qualifications

• An active CFP® designation with at least 5 years of experience after achieving the designation.
• Strong, hands-on experience advising on holistic financial plans including equity compensation and the tax and planning implications that come with it.
• Comfort moving between high net worth planning and everyday financial guidance without treating either as an afterthought.
• A genuine drive to help people take control of their financial future, whatever their starting point.
• The ability to manage multiple priorities, take direction from several team members, and act on your own initiative.
• Broad experience across personal finance: retirement, investments, budgeting, debt management, student loans, cash flow planning, digital currencies, estate planning, insurance, taxes, and more.

Requirements

• It would be great if you also have a CPA® or Enrolled Agent (EA) designation.
• 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 Saturdays.
• Ability to occasionally travel to on-site events.

Benefits

• Remote-first company structure.
• Medical, dental, and vision.
• 401(k).
• Mental wellbeing (Talkspace).
• Financial wellbeing (LearnLux).
• Paid vacation and sick leave.
• Paid sabbatical after 5 years of service.
• A supportive, inclusive team culture.
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology.

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

Salary Range

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary Range: $80,000 — $110,000 USD