LearnLux
Part-time Certified Financial Planner
Remote role where the employee must remain based in a particular country.
United States only
Employer listed it 12 days ago · Found 11h ago
First listed 12 days ago and still open.
Salary
Not stated
Location
United States only
Timezone
US East
Contract
Full-time
Experience
Mid
Category
Other
This employer didn't state pay. Jobs like this usually pay around $80k–$155k a year, a typical range taken from 397 mid-level other roles on Nomaders that do state pay. It's a guide, not an offer.
Remote flexibility
Work from home
This is a remote role, but the employee must be based in United States. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "United States - Remote"
What Nomaders makes of it
- Residency required in United States
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
About LearnLux
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.
We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.
We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.
The Role
LearnLux is looking for a part 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.
What you’ll do
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
You should bring
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
It would be great if you also
CPA, Enrolled Agent, or similar
Certification in Credit Counseling
Additional Certifications
Startup and/or Fintech experience
Requirements
The employer hasn't listed requirements separately, they're described in the role summary above and on the original listing.
Benefits
No benefits package published with this listing. Ask about it at first interview.
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at LearnLux, mentioning your remote working experience and working hours (US East).
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 11h ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
Similar roles
Other open other roles with comparable remote rules.
Free to apply, no account needed.
Typically $80k to $155k per year · You'll be taken to the employer's careers page.