Certified Financial Planner – Tax Specialist

🔥 16 horas atrás

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

LearnLux Financial Wellbeing

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

👥 RH Tech

📚 Educação

Finance • HR Tech • Education

LearnLux Financial Wellbeing é uma plataforma dedicada a aprimorar o bem-estar financeiro dos colaboradores nas organizações. Ela oferece serviços de planejamento financeiro personalizados, prestados por profissionais Certified Financial Planner® (CFP®), garantindo que os colaboradores recebam orientação imparcial, com dever fiduciário, alinhada às suas metas financeiras individuais. Por meio de uma variedade de ferramentas e recursos educacionais, a LearnLux capacita os colaboradores a navegar por suas opções financeiras, melhorar sua saúde financeira e gerir seus benefícios de forma eficaz, promovendo uma abordagem holística de finanças pessoais no ambiente de trabalho.

Descrição

• Our planners provide coverage at various shifts from 7 AM - 11 PM ET Monday through Fridays and 9 AM - 4PM ET on Saturdays • 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, taxes 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

🎯 Requisitos

• CFP® designation required • CPA® or Enrolled Agent (EA) designation required • 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 • Experience with Company Equity (ISO’s, RSU’s, ESPP’s,) • 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, taxes and more

🏖️ Benefícios

• 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