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Financial Planner - Remote

Posted 15 hours ago
Finance / Legal
Contract
Austria

Overview

LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

In Short

  • Remote position for a CFP® professional in Austria.
  • Provide financial guidance to employees via video, chat, and email.
  • Adapt LearnLux methodology to fit Austrian financial planning needs.
  • Engage in team meetings to enhance the digital experience.
  • Become knowledgeable about client benefit plans.
  • Collaborate with content team to develop financial education materials.
  • Lead engagement campaigns, including webinars and events.

Requirements

  • CERTIFIED FINANCIAL PLANNER® or equivalent.
  • Fluent in English, both written and spoken.
  • Passion for educating individuals about financial management.
  • Ability to manage multiple tasks and prioritize effectively.
  • Experience in diverse areas of personal finance.

Benefits

  • Inclusive workplace culture.
  • Opportunity to work with diverse teams.
  • Engagement with under-represented communities.
LearnLux logo

LearnLux

LearnLux is a leading provider of workplace financial wellbeing solutions, combining fiduciary digital planning with personalized guidance from Certified Financial PlannerⓇ professionals. Their award-winning program empowers employees to navigate critical financial decisions, such as budgeting, debt management, benefits selection, and retirement planning. By offering advanced reporting and insights, LearnLux helps organizations reduce financial stress, enhance productivity, and improve employee retention. As a remote-first company backed by notable investors, including Sound Ventures and Salesforce CEO Marc Benioff, LearnLux is dedicated to fostering a supportive and inclusive workplace culture while promoting financial literacy and accessibility.

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