LearnLux Financial Wellbeing
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.
Financial Planner
October 6
🇵🇰 Pakistan – Remote
⏳ Contract/Temporary
🟡 Mid-level
đźź Senior
đź’¸ Financial Planning and Analysis (FP&A)
LearnLux Financial Wellbeing
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.
đź“‹ Description
• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more • Advise on and adapt the LearnLux methodology to financial planning topics relevant in Pakistan • Participate in regular 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, review lessons and approve content created for the LearnLux digital platform • Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
🎯 Requirements
• CFA, ICAP or equivalent designation, certification, degree or work experience • Fluent English - written and spoken • Passion for educating individuals to take control and invest in their financial future • The ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members • Experience in multiple areas of personal Finance: retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
🏖️ Benefits
• LearnLux provides one-on-one guidance from financial advising professionals • Remote work • Inclusive workplace
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