Certified Financial Planner – Tax Specialist
LearnLux Financial Wellbeing
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $90,000 - $130,000 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, 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 required
- CPA® or Enrolled Agent (EA) designation required
- 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
- Experience with Company Equity (ISO’s, RSU’s, ESPP’s,)
- 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
CFPCPAEnrolled AgentCompany EquityISORSUESPPRetirement PlanningBudgetingDebt Management
Soft Skills
client engagementinitiativetask prioritizationmultitaskingteam collaborationcommunicationeducational passionsubject matter expertisecontent reviewevent leadership
Certifications
CFPCPAEnrolled Agent