Financial Planner - Remote

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

• Join LearnLux as a Financial Planner on a contractor basis.
• Provide unbiased financial guidance to employees in Japan.
• Work remotely and engage with clients through video, chat, and email.
• Adapt LearnLux methodology to financial planning topics relevant in Japan.
• Participate in team meetings to improve the digital experience.
• Become an expert on client benefit plans during open enrollment.
• Collaborate with the content team on educational materials.
• Lead engagement campaigns for employer partners.
• Must have a CFP, AFP, CMA, or equivalent designation.
• Fluent English is required.

Requirements

• Passion for educating individuals about financial control.
• Ability to manage multiple tasks and priorities.
• Experience in various areas of personal finance.
• Startup or Fintech experience is a plus.
• Experience in creating presentations for large audiences is a plus.

Benefits

• Inclusive workplace culture valuing diversity and learning.
• Opportunity to work with a leading financial wellbeing provider.
• Remote-first company with flexible working conditions.