Remote CFP & Tax Specialist for Personal Finance Guidance

LearnLux; Belgique; Remote; EUR 76,693 - 110,779; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k)

Paid vacation and sick leave

Paid sabbatical after 5 years

Supportive, inclusive team culture

Opportunities for continuous learning

Job summary

A leading workplace financial wellbeing provider is seeking a remote Certified Financial Planner and licensed Tax Specialist to join their team. This role focuses on delivering personalized financial guidance while supporting employees in making informed decisions about their finance. Candidates should have robust experience in personal finance domains, including budgeting and retirement. The position allows for flexibility, growth opportunities, and a strong team culture emphasizing diversity and inclusion.

Qualifications

• Certified Financial Planner® and licensed Tax Specialist required.
• Experience in personal finance areas such as budgeting, retirement, investments.
• Ability to work remotely and engage with clients over video and email.

Responsibilities

• Provide remote guidance on financial topics through various channels.
• Engage clients to help them meet their financial goals.
• Collaborate with team members to improve digital experiences.

Skills

Passion for educating individuals

Experience in multiple areas of personal finance

Ability to perform several tasks concurrently

Experience with Company Equity

Ability to take initiative

Education

Certification as a Certified Financial Planner

Licensed Tax Specialist

Job description

A leading workplace financial wellbeing provider is seeking a remote Certified Financial Planner and licensed Tax Specialist to join their team. This role focuses on delivering personalized financial guidance while supporting employees in making informed decisions about their finance. Candidates should have robust experience in personal finance domains, including budgeting and retirement. The position allows for flexibility, growth opportunities, and a strong team culture emphasizing diversity and inclusion.