Part-time Certified Financial Planner

LearnLux Financial Wellbeing

Part-time Certified Financial Planner providing holistic financial guidance to employees. Helping navigate budgeting, retirement, equity compensation, and debt management.

Posted 4/20/2026part-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Must be available to work various shifts from 8 AM - 11 PM ET Monday through Friday with a typical expectation, but not guarantee, of 5-15 hours per week
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 and more
Advise on the LearnLux methodology to improve and respond to the changing financial environment
Participate in monthly 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

Requirements

What you’ll need

CFP® 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
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 and more

Benefits

Comp & perks

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

ATS Keywords

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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 managementcash flow planningdigital currenciesestate planninginsurance

Soft Skills

client engagementcommunicationinitiativetask prioritizationmultitaskingteam collaborationsubject matter expertiseadaptabilityguidanceeducation

Certifications

CFP® designation