Certified Financial Planner ® United States - Remote

LearnLux; United States; Remote; USD 80,000 - 110,000; Full time

Job summary

An innovative firm is seeking a Certified Financial Planner to provide holistic financial guidance to employees. In this remote role, you will engage with clients to help them navigate their financial journeys, from budgeting to retirement planning. You'll leverage your expertise to enhance the LearnLux digital experience and support clients in achieving their financial goals. This position offers the opportunity to make a significant impact on employees' financial wellbeing in a collaborative and supportive environment. If you are passionate about financial education and client success, this role is perfect for you.

Qualifications

• Passion for educating individuals on financial management.
• Experience in personal finance topics like retirement and budgeting.

Responsibilities

• Engage with clients remotely to provide financial guidance.
• Advise on financial strategies and improve digital experiences.

Skills

Financial Planning

Client Engagement

Budgeting

Debt Management

Retirement Planning

Equity Compensation

Student Loans

Cash Flow Planning

Insurance Knowledge

Education

Certified Financial Planner

CPA or Enrolled Agent

Job description

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

The Role

LearnLux is looking for a full time Certified Financial Planner to join our fast growing team. Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within the US and reports to the Director of Financial Planning.

Key Responsibilities

• Must be located on the East Coast or have the ability to work East Coast hours (8 AM - 5 PM EST).
• 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 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.

Qualifications & Experience

• 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.

Nice to haves

• CPA, Enrolled Agent, or similar.
• Certification in Credit Counseling.
• Additional Certifications.
• Startup and/or Fintech experience.
• Experience creating presentations and presenting to large audiences virtually or in-person.
• Availability to work occasional evenings and Saturdays.
• Ability to occasionally travel to on-site events.

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. 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