Certified Financial Planner, High Net Worth Client Planner

The role

You will serve as a senior expert in high net worth planning and complex equity compensation. You will guide members through sophisticated equity scenarios and meet with clients remotely via video, chat, and email.

What you will do

• Serve as the team's senior expert on high net worth planning and complex equity compensation
• Guide members on sophisticated equity scenarios including concentrated stock positions and tax implications
• Meet with clients remotely over video, chat, and email
• Shape how LearnLux responds to a changing financial and regulatory environment
• Mentor other planners on HNW and equity comp best practices
• Become fluent in client company benefit plans and equity plans
• Partner with the content team to build outlines, lessons, and video content
• Design and lead engagement campaigns for employer partners including webinars and occasional on-site events

Required qualifications

• Active CFP® designation
• At least 7 years of experience after achieving the CFP® designation
• Substantial time advising high net worth clients
• Deep, hands-on experience guiding on complex equity compensation
• Track record of building comprehensive financial plans for high net worth individuals
• Ability to manage multiple priorities
• Broad experience across personal finance

Nice to have

• CPA® or Enrolled Agent (EA) designation
• CPWA® (Certified Private Wealth Advisor) or similar HNW-focused certification
• Experience with trust and estate planning, or working alongside estate attorneys and tax professionals
• Startup and/or Fintech experience
• Bi-lingual (Spanish)
• Experience creating presentations and presenting to large audiences virtually or in-person
• Availability to work occasional evenings and Saturday’s
• Ability to occasionally travel to on-site events

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

About the company

LearnLux is a provider of workplace financial wellbeing that blends fiduciary digital planning with one-on-one guidance from Certified Financial Planner™ professionals. It is a venture-backed, growth-focused business.