Certified Financial Planner, High Net Worth Client Planner

LearnLux Financial Wellbeing; United States; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Remote-first

Medical benefits

401(k)

Mental wellbeing

Financial wellbeing

Paid vacation

Sabbatical after 5 years

Inclusive culture

Learning opportunities

Job summary

LearnLux is seeking a Certified Financial Planner to join a fast-growing team redefining financial wellness at work. You will guide members through complex equity compensation decisions and broader financial planning, working directly with employees rather than behind a desk.

This 100% remote role within the US reports to the Director of Financial Planning and supports diverse client needs from savings to wealth planning.

Qualifications

• Active CFP designation with at least 5 years of post-designation experience.
• Hands-on experience advising on holistic financial plans including equity compensation and tax implications.
• Comfort moving between high net worth planning and everyday guidance.
• Genuine drive to help people take control of their financial future, regardless of starting point.
• Ability to manage multiple priorities and take direction from several team members.
• Broad experience across personal finance: retirement, investments, budgeting, debt management, loans, cash flow, digital currencies, estate planning, insurance, taxes, and more.

Responsibilities

• Serve as equity compensation expert for members and explain holdings, obligations, and next steps.
• Meet clients remotely via video, chat, and email on budgeting, retirement, equity compensation, debt, taxes, and investments.
• Apply LearnLux methodology to real client situations and regulatory changes.
• Contribute to weekly team discussions to improve approach and client outcomes.
• Act as an extension of client companies’ benefits teams to align guidance with plans.
• Collaborate with content to develop outlines, lessons, and video content on equity and tax topics.

Skills

CFP designation

Equity compensation

Financial planning

Tax planning

Client advisement

Job description

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.

The Role

earnLux is hiring a Certified Financial Planner® to join a fast-growing team that's redefining what financial wellness looks like at work. You'll bring deep equity compensation expertise to help members make sense of complex, high-stakes decisions, while also serving the full range of people we support, from those just starting to build savings to high net worth clients navigating significant wealth. This is a chance to shape how a growing startup delivers financial guidance, working directly with employees rather than behind a desk, and helping build the playbook as we go. This role is 100% remote within the US and reports to the Director of Financial Planning.

What You’ll Do

• Serve as the team's go-to expert on equity compensation, helping members understand what they hold, what they owe, and what to do next
• Meet with clients remotely over video, chat, and email on the full range of financial topics: budgeting, student loans, retirement readiness, equity compensation, debt management, investments, taxes, and more
• Shape how LearnLux responds to a changing financial and regulatory environment, applying the LearnLux methodology to real client situations
• Bring your expertise into weekly team meetings to sharpen the whole team's approach
• Become fluent in your client company's benefit plans so you can act as an extension of their team
• Partner with our content team to build outlines, lessons, and video content, with a natural emphasis on equity compensation and tax planning topics
• Design and lead engagement campaigns for employer partners, including webinars and occasional on-site events
• Provide coverage across shifts from 7 AM to 11 PM ET Monday through Friday, and 9 AM to 4 PM ET on Saturdays

You should bring

• An active CFP® designation with at least 5 years of experience after achieving the designation
• Strong, hands-on experience advising on holistic financial plans including equity compensation and the tax and planning implications that come with it
• Comfort moving between high net worth planning and everyday financial guidance without treating either as an afterthought
• A genuine drive to help people take control of their financial future, whatever their starting point
• The ability to manage multiple priorities, take direction from several team members, and act on your own initiative
• Broad experience across personal finance: retirement, investments, budgeting, debt management, student loans, cash flow planning, digital currencies, estate planning, insurance, taxes, and more

It would be great if you also

• CPA® or Enrolled Agent (EA) designation
• 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’s
• Ability to occasionally travel to on-site events

LearnLux is a fit for you if you

• Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
• Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist.
• Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward.
• Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us.
• Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here.
• Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes.
• Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.

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

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team.

We are not sure if you fit the role. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary Range
$80,000 - $110,000 USD