Remote Part-Time CFP - Financial Wellness Planner

LearnLux; United States; Remote; USD 83,000 - 165,000; Part time

Job summary

LearnLux is seeking a part-time Certified Financial Planner® to provide unbiased, holistic financial guidance to employees using our digital platform. This 100% remote role within the United States reports to the Director of Financial Planning and offers flexible hours, typically 5–15 hours per week.

You will engage clients remotely to cover budgeting, retirement readiness, equity compensation, debt management, and other personal finance topics, helping employees achieve their financial goals.

Qualifications

• Certified Financial Planner with experience guiding employees on personal finance topics.
• Demonstrated ability to translate complex financial concepts into actionable guidance.
• Strong client‑facing skills with a fiduciary mindset.

Responsibilities

• Conduct remote consultations with employees to guide budgeting, debt management, and retirement readiness.
• Advise on equity compensation, benefits elections, and long‑term financial planning.
• Engage with clients via video, chat, and email to provide unbiased financial guidance.

Skills

Financial planning

Budgeting

Retirement planning

Student loans

Debt management

Education

CFP certification

Job description

LearnLux is seeking a part-time Certified Financial Planner® to provide unbiased, holistic financial guidance to employees using our digital platform. This 100% remote role within the United States reports to the Director of Financial Planning and offers flexible hours, typically 5–15 hours per week.

You will engage clients remotely to cover budgeting, retirement readiness, equity compensation, debt management, and other personal finance topics, helping employees achieve their financial goals.