Certified Financial Planner

LearnLux

16d • $80,000 - $110,000 • Remote

About The Position

LearnLux is hiring a Certified Financial Planner® to join a fast-growing team that's redefining what financial wellness looks like at work. You'll bring deep equity compensation expertise to help members make sense of complex, high-stakes decisions, while also serving the full range of people we support, from those just starting to build savings to high net worth clients navigating significant wealth.
This is a chance to shape how a growing startup delivers financial guidance, working directly with employees rather than behind a desk, and helping build the playbook as we go.
This role is 100% remote within the US and reports to the Director of Financial Planning.

Requirements

• An active CFP® designation with at least 5 years of experience after achieving the designation
• Strong, hands-on experience advising on holistic financial plans including equity compensation and the tax and planning implications that come with it
• Comfort moving between high net worth planning and everyday financial guidance without treating either as an afterthought
• 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

Nice To Haves

• CPA® or Enrolled Agent (EA) designation
• 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’s
• Ability to occasionally travel to on-site events

Responsibilities

• Serve as the team's go-to expert on equity compensation, helping members understand what they hold, what they owe, and what to do next
• 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, taxes, and more
• Shape how LearnLux responds to a changing financial and regulatory environment, applying the LearnLux methodology to real client situations
• Bring your expertise into weekly team meetings to sharpen the whole team's approach
• Become fluent in your client company's benefit 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed