Certified Financial Planner – Part-time

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $60 - $75 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 5%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Provide unbiased, holistic financial guidance directly to employees using the LearnLux digital experience • Meet and engage with clients remotely over video, chat, and email • Advise on the LearnLux methodology and respond to changing financial environments • Participate in monthly team meetings and contribute subject-matter expertise to improve the LearnLux digital experience • Become an expert on clients’ benefit plans and act as an extension of their team during open enrollment • Work various shifts from 8 AM–11 PM ET Monday through Friday, with a typical expectation of 5–15 hours per week • Report to the Director of Financial Planning

🎯 Requirements

• CFP® designation required • Passion for educating individuals to take control and invest in their financial future • Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members • 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 • CPA, Enrolled Agent, or similar (preferred) • Certification in Credit Counseling (preferred) • Additional certifications (preferred) • Startup and/or Fintech experience (preferred) • Bilingual Spanish (preferred) • Experience creating presentations and presenting to large audiences virtually or in-person (preferred) • Availability to work occasional evenings and Saturday (preferred) • Ability to occasionally travel to on-site events (preferred)