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LearnLux

LearnLux is a financial planning platform designed to ensure every individual has a financial plan, offering unbiased financial guidance that empowers people to plan with confidenc

Certified Financial Planner

Location

United States

Posted

51 days ago

Salary

$90K - $100K / year

Seniority

Senior

Professional CertificateEnglish

Job Description

Certified Financial Planner

LearnLux

• Our planners provide coverage at various shifts from 7 AM - 11 PM ET Monday through Fridays and 9 AM - 4PM ET on Saturdays • 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, investments, taxes and more • Advise on the LearnLux methodology to improve and respond to the changing financial environment • Participate in weekly 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 • Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platform • Design and lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

Job Requirements

  • CFP® designation
  • 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, taxes and more

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

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Executive Assistant to Co-Founder (Volunteer/Remote)

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About Abuse Refuge Org: At ARO, we are here to support your personal healing journey towards your complete well-being. We bring solutions and real-time education for 21 different types of abuses. The most prevalent abuses are: Sexual Abuse Spousal Abuse Physical Abuse Psychological Abuse Narcissistic Abuse Financial Abuse Self Abuse Elderly Abuse Isolation Abuse Child Abuse Bullying Cyberbullying Workplace Abuse Religious Abuse Medical Abuse Food Abuse Authority Abuse Educational Abuse Child Sexual Exploitation Sex Trafficking Political Abuse Support our efforts by visiting GoARO.org and NormTherapy.com to sign up for Norm Therapist® Training to become one of our dynamic staff members who serve Victims and Survivors of abuse worldwide, schedule Norm Therapy® sessions, become a Live Stream volunteer, join our mailing list to learn how you can make an impact on the Abuse Care Community, and provide life-saving financial assistance with a generous donation. At this time in ordinance with our BFOQ policy we are only hiring female identifying volunteers. In the near future we will be launching a male side to ARO at which point we will open up opportunities to all who are interested. You can view our BFOQ policy here . ARO is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We support the LGBTQ-IA+ community and the disabled communities. For more about our hiring practices, please refer to: Human Resources – Abuse Refuge Org .

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