Note: The job is a remote job and is open to candidates in USA. LearnLux is a provider of workplace financial wellbeing that combines digital financial planning with guidance from Certified Financial Planner professionals. The Senior Certified Financial Planner will serve as the specialist in high net worth planning and complex equity compensation, advising members on sophisticated financial decisions and helping shape the company’s planning methodology. The role also includes mentoring planners, creating educational content, leading employer engagement campaigns, and providing client coverage across assigned shifts.
Responsibilities
- Serve as the team's senior expert on high net worth planning and complex equity compensation, handling escalated and technically demanding member cases
- Guide members on sophisticated equity scenarios: concentrated stock positions, 10b5-1 trading plans, QSBS qualification, AMT and ISO exercise strategy, early-exercise elections, secondary sale considerations, and RSU/ESPP optimization across public and private companies
- 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 and taxes with particular depth in tax planning, investment strategy, estate and trust considerations, and multi-generational wealth transfer
- Shape how LearnLux responds to a changing financial and regulatory environment, applying and adapting the LearnLux methodology to complex, high-stakes client situations
- Bring your expertise into weekly team meetings, mentoring other planners on HNW and equity comp best practices and sharpening the whole team’s approach
- Become fluent in your client company's benefit plans, including equity 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
Skills
- An active CFP® designation with at least 7 years of experience after achieving the designation, including substantial time advising high net worth clients
- Deep, hands-on experience guiding on complex equity compensation: ISOs, NSOs, RSUs, ESPP, SARs, QSBS concentrated positions, and the associated tax and planning implications, including AMT and mult-year exercise/sale strategy
- A track record of building comprehensive financial plans for high net worth individuals, including investment strategy, roth conversion strategies tax planning and estate and wealth transfer considerations
- Comfort service as the technical authority for the most complex client situations, while still be able to translate that complexity into clear, actionable guidance
- 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
- CPA® or Enrolled Agent (EA) designation
- CPWA® (Certified Private Wealth Advisor) or similar HNW-focused certification
- Experience with trust and estate planning, or working alongside estate attorneys and tax professionals
- 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
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
Company Overview