Certified Financial Planner – Tax Specialist

🕒 il y a 2 jours

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LearnLux Financial Wellbeing

Site WebLinkedInTous les Emplois

51 - 200 employés

💸 Finance

👥 RH Tech

📚 Éducation

Finance • HR Tech • Education

LearnLux Financial Wellbeing est une plateforme dédiée à l'amélioration du bien-être financier des employés au sein des organisations. Elle propose des services de planification financière personnalisée fournis par des professionnels Certified Financial Planner® (Planificateur Financier Certifié), assurant que les employés reçoivent des conseils impartiaux et fiduciaires adaptés à leurs objectifs financiers individuels. Grâce à une variété d'outils et de ressources éducatives, LearnLux permet aux employés d'explorer leurs options financières, d'améliorer leur santé financière et de gérer efficacement leurs avantages, créant ainsi une approche holistique des finances personnelles sur le lieu de travail.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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