About 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.
About LearnLux
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner® 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.
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 moreAdvise 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 experienceBecome an expert on our client’s benefit plans so you can act as an extension of their team during open enrollmentWork with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platformDesign and lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
CFP® designation Passion for educating individuals to take control and invest in their financial futureHave the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team membersCan demonstrate ability to take initiative and executeExperience 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 similarCertification in Credit Counseling Additional CertificationsStartup and/or Fintech experience Bi-lingual (Spanish)Experience creating presentations and presenting to large audiences virtually or in-personAvailability to work occasional evenings and SaturdayAbility to occasionally travel to on-site events
Benefits
Remote-first company structureMedical, dental, and vision, HSA, FSA, DCFSA401(k)Mental wellbeing (Talkspace)Financial wellbeing (LearnLux) Equity (Full-time employees)Flexible Time OffMaternity leaveA supportive, inclusive team culturePaid Sabbatical after 5 years of serviceQuarterly off-sites for in-person collaborationOpportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
