Certified Financial Planner – Tax Specialist

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ 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