LearnLux Financial Wellbeing

Certified Financial Planner

LearnLux Financial Wellbeing

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $90,000 - $100,000 per year

About the role

  • 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, investments, 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

Requirements

  • CFP® designation
  • 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
  • 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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
personal financebudgetingstudent loansretirement planningequity compensationdebt managementinvestmentstax planningcash flow planningestate planning
Soft Skills
client engagementcommunicationinitiativetask prioritizationmultitaskingteam collaborationeducational guidanceadaptabilityleadershipexecution
Certifications
CFP® designation