Part-time Certified Financial Planner

🕒 Abril 20

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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

• 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

🎯 Requisitos

• CFP® 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 • 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 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