Certified Financial Planner - Remote

Overview

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.

In Short

• Join a fast-growing team as a Certified Financial Planner®.
• Provide unbiased, holistic financial guidance to employees.
• Help employees prepare for and accomplish their personal and financial goals.
• Work 100% remote within the US.
• Report to the Director of Financial Planning.
• Leverage the LearnLux digital experience.
• Contribute to reducing financial stress and increasing productivity.
• Engage in advanced reporting to drive results.
• Be part of a remote-first company backed by prominent investors.
• Support employees in various financial decision points.

Requirements

• Certified Financial Planner® designation.
• Extensive financial experience.
• Client-first approach.
• Ability to provide personalized financial guidance.
• Strong communication skills.
• Experience in budgeting and debt management.
• Knowledge of employee benefits and retirement planning.
• Ability to work independently in a remote environment.
• Passion for helping others achieve financial wellbeing.
• Familiarity with digital financial planning tools.

Benefits

• Work remotely from anywhere in the US.
• Be part of a leading workplace financial wellbeing provider.
• Access to one-on-one guidance from other financial professionals.
• Opportunity to make a significant impact on employees' financial lives.
• Collaborate with a team of dedicated professionals.
• Engage in continuous learning and professional development.
• Participate in a supportive and innovative company culture.
• Work with prominent investors and industry leaders.
• Contribute to reducing employee turnover and increasing productivity.
• Enjoy a flexible work environment.