Remote Part-Time CFP® Financial Planner

LearnLux Financial Wellbeing; United States; Remote; USD 83,000 - 131,000; Part time

Benefits offered by this job

Bi-lingual (Spanish)

Startup/Fintech experience

Occasional evenings/weekend hours

Travel to on-site events

Job summary

LearnLux Financial Wellbeing is seeking a part-time Certified Financial Planner® to work remotely within the United States. You’ll provide unbiased, holistic financial guidance to employees, helping them plan budgets, retirement readiness, equity compensation, and other personal finance goals.

You will engage clients via video, chat, and email, collaborate with the team, and stay aligned with LearnLux’s methodology. Bring CFP designation and a passion for education and client-first service.

Qualifications

• CFP designation required.
• Passion for educating individuals to take control of their financial future.
• Ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members.
• 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.

Responsibilities

• 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 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.

Skills

Client guidance

Multitasking

Initiative

Communication

Education

CFP designation

Job description

LearnLux Financial Wellbeing is seeking a part-time Certified Financial Planner® to work remotely within the United States. You’ll provide unbiased, holistic financial guidance to employees, helping them plan budgets, retirement readiness, equity compensation, and other personal finance goals.

You will engage clients via video, chat, and email, collaborate with the team, and stay aligned with LearnLux’s methodology. Bring CFP designation and a passion for education and client-first service.