[Hiring] Part-time Certified Financial Planner @LearnLux

Role Description

LearnLux is looking for a part-time Certified Financial Planner® to join our fast-growing team. Leveraging the LearnLux digital experience, you will work directly with employees to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within the US and reports to the Director of Financial Planning.

• Must be available to work various shifts from 8 AM - 11 PM ET Monday through Friday with a typical expectation, but not guarantee, of 5-15 hours per week.
• 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 monthly 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.

Qualifications

• CFP® designation required.
• Passion for educating individuals to take control and invest in their financial future.
• Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members.
• Demonstrated 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.

Requirements

• 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 Saturdays.
• Ability to occasionally travel to on-site events.

Benefits

• Thrive in fast-moving environments and enjoy building in moments of change.
• Like wearing multiple hats and helping define the path forward.
• Take initiative and don’t wait to be asked.
• Are energized by ambiguity and willing to make decisions with imperfect information.
• Enjoy being hands-on and owning work end to end.
• Are motivated by high standards and continuous improvement.
• Value clear, frequent communication and collaboration.

Company Description

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.

We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.

We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.