Certified Financial Planner (Part-time)

The role

You will provide unbiased, holistic financial guidance to employees using the LearnLux digital experience. You will advise on topics such as budgeting, student loans, retirement readiness, equity compensation, and debt management.

What you will do

• Meet and engage with clients remotely over video, chat and email
• Advise on the LearnLux methodology to improve and respond to the changing financial environment
• Participate in monthly team meetings to bring subject matter expertise
• Become an expert on client benefit plans to act as an extension of their team during open enrollment

Required qualifications

• CFP® designation required
• Ability to perform several tasks concurrently
• Ability to prioritize work
• Ability to 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, insu

Nice to have

• CPA, Enrolled Agent, or similar
• Certification in Credit Counseling
• Additional Certifications
• 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
• Ability to occasionally travel to on-site events

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.