Note: The job is a remote job and is open to candidates in USA. LearnLux provides workplace financial wellbeing services through digital planning and one-on-one guidance from Certified Financial Planner professionals. The Part-time Certified Financial Planner will remotely deliver holistic financial guidance to employees, advise on the LearnLux methodology, contribute financial expertise to the digital experience, and support clients with their benefit plans.
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 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 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
- 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
- CFP® designation required
- 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
- CPA, Enrolled Agent, or similar
- Certification in Credit Counseling
- Additional Certifications
- 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
- Ability to occasionally travel to on-site events
Benefits
- This role is 100% remote within the US
Company Overview