Certified Financial Planner

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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

• Serve as the team's go-to expert on equity compensation, helping members understand what they hold, what they owe, and what to do next • Meet with clients remotely over video, chat, and email on the full range of financial topics: budgeting, student loans, retirement readiness, equity compensation, debt management, investments, taxes, and more • Shape how LearnLux responds to a changing financial and regulatory environment, applying the LearnLux methodology to real client situations • Bring your expertise into weekly team meetings to sharpen the whole team's approach • Become fluent in your client company's benefit plans so you can act as an extension of their team • Partner with our content team to build outlines, lessons, and video content, with a natural emphasis on equity compensation and tax planning topics • Design and lead engagement campaigns for employer partners, including webinars and occasional on-site events • Provide coverage across shifts from 7 AM to 11 PM ET Monday through Friday, and 9 AM to 4 PM ET on Saturdays

🎯 Requirements

• An active CFP® designation with at least 5 years of experience after achieving the designation • Strong, hands-on experience advising on holistic financial plans including equity compensation and the tax and planning implications that come with it • Comfort moving between high net worth planning and everyday financial guidance without treating either as an afterthought • A genuine drive to help people take control of their financial future, whatever their starting point • The ability to manage multiple priorities, take direction from several team members, and act on your own initiative • Broad experience across personal finance: retirement, 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