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
Financial Planner
Location
Turkey
Posted
33 days ago
Salary
0
Seniority
Senior
Job Description
Financial Planner
LearnLux
Title: Financial Planner, Türkiye Location: Turkey Job Description: 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. About the Role LearnLux is looking for a Certified Financial Planner located in Türkiye to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Türkiye 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 Türkiye and reports to our Global Director of Financial Planning. Key Responsibilities - Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more - Advise on and adapt the LearnLux methodology to financial planning topics relevant in Türkiye - Participate in regular 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 with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform - Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events You Should Have - An active Certified Financial Planner (CFP), Chartered Financial Advisor (CFA), or European Financial Advisor (EFA) - Fluent English and Turkish - written and spoken - 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 - Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more Nice to haves - Fluent in Arabic or other languages is nice to have - Startup and/or Fintech experience - Experience creating presentations and presenting to large audiences Closing LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. We’re excited to speak with you about joining our team!
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Financial Planner
LearnLuxLearnLux 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
Title: Financial Planner, Brazil Location: Brazil Job Description: 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 Planner️ 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. About the Role LearnLux is looking for a Certified Financial Planner located in Brazil to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Brazil 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 Brazil and reports to our Global Director of Financial Planning. Key Responsibilities - Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more - Advise on and adapt the LearnLux methodology to financial planning topics relevant in Brazil - Participate in regular 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 with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform - Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events You Should Have - An active Certified Financial Planner (CFP) or Investment Analyst Certification (CNPI) designation - Fluent English and Portuguese - written and spoken - 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 - Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more Nice to haves - Fluent in Spanish or other languages is nice to have - Startup and/or Fintech experience - Experience creating presentations and presenting to large audiences Closing LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. We're excited to speak with you about joining our team!
Senior Mortgage Underwriter
National Bank of ArizonaThe National Bank of Arizona operates over 500 local financial centers across Arizona, Colorado, California, Idaho, New Mexico, Nevada, Texas, Oregon, Washingto
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Title: Senior Underwriter, Commercial Surety Location: United States Job Description: This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world-class service — both pre-and post-claims. Ascot exists to solve for our clients’ brightest tomorrow, through agility, collaboration, resilience, and discipline. Position Overview: Ascot Surety & Casualty Company is a US Treasury-listed surety carrier. Ascot benefits from a Financial Strength Rating of A issued by A.M. Best. The Senior Underwriter, Commercial Surety will be responsible for supporting underwriting and marketing strategy in an assigned region. The successful candidate will be responsible for regional production targets, disciplined underwriting, and the development of productive distribution partner relationships Responsibilities: - Responsible for meaningful contribution to production, disciplined regional underwriting, and distribution strategy - Within authority limit, approve, decline, and price of risks - Assists with the development and execution of segment strategies to contribute to budgeted results - Accountable for accurate underwriting information and adherence to documentation standards - Develop and leverage productive distribution partner relationships Requirements: - Bachelor’s degree in Finance, Accounting, or equivalent - A minimum of 3 years of experience underwriting, analyzing, and servicing complex commercial surety accounts - Proven track record of establishing and developing distribution partner relationships - Excellent communication and organizational skills - Ability to work independently and efficiently - Consistently embraces and promotes a culture of collaboration and the ability to effectively manage change - Demonstrates a strong work ethic, solid business judgment, and a passion for providing outstanding solutions to our business partners - Commit to The Ascot Way: Embody The Ascot Way in their daily interaction with colleagues, fostering colleague engagement and development, collaboration, inclusivity, and individual accountability. ***This position may be filled at a different level, depending on experience*** Compensation Actual base pay could vary and may be above or below the listed range based on factors including but not limited to experience, subject matter expertise, and skills. The base pay is just one component of Ascot’s total compensation package for employees. Other rewards may include annual cash bonus and other forms of discretionary compensation awarded by the Company. The annualized base pay range for this role is: $120,000 - $145,000 Company Benefits The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more Leave Benefits: Paid holidays, annual Paid Time Off (includes paid state /local paid leave where required), Short-term Disability, Long-term Disability, Other leaves (e.g., Bereavement, FMLA, Adoption, Maternity, Military, Primary & Non-Primary Caregiver) Retirement Benefits: Contributory Savings Plan (401k) #LI-Remote Job Info - Job Identification927 - Job ScheduleFull time - Locations CHICAGO, IL, United States HOUSTON, TX, United States DENVER, CO, United States United States
Patient Navigator
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Patient Navigator Location: Turbotville United States Job Description: Patient Navigator (Admissions Coordinator) This role is 100% remote. One-year experience in healthcare admissions, preferably in the mental health or substance abuse field. High school diploma or equivalent required. Pay: $17.00/hr Shift available: 6:30am - 3pm EST Monday, Thursday, Friday, Saturday and Sunday We are seeking a compassionate, detail‑oriented Patient Navigator to support our Intake & Needs Assessment team at our Pennsylvania Access Center. In this role, you will be the first point of contact for individuals seeking care and will play a vital part in guiding patients and their families through the admissions process. If you thrive in a fast‑paced environment, have excellent communication skills, and have a passion for helping others access the services they need, we'd love to meet you. ESSENTIAL FUNCTIONS: - Complete activity assessment through patient observation and patient/family interview, obtain information on the patient's needs, skills, interests and limitations for the development and implementation of the treat plan. - Plan, organize, direct and implement the activities within the treatment program to facilitate patient progress with treatment goals. - Plan and implement an activities program including but not limited to therapeutic leisure skills and activities, leisure education and leisure awareness. - Facilitate and lead activity sessions to improve patient mental and physical well-being. - Instruct patients in activities and techniques, such are sports, dance, music, art or relaxation techniques designed to meet their specific needs. - Develop treatment plans and implement activity interventions that meet patient needs and interests and help the patient achieve his/her treatment goals. - Plan and implement activity interventions that promote a safe use of leisure time. - Provide activity interventions to promote the development of social skills and leisure independence. - Modify activities to suit the needs of specific groups. - Direct and supervise activity staff in their implementation of the activity therapy program and services, if applicable. - Demonstrate a positive, empathetic and professional attitude towards customers always. When patient needs are not met, acknowledge and work to resolve complaints. Recognize that patient safety is a top priority. OTHER FUNCTIONS: - Perform other functions and tasks as assigned. EDUCATION/EXPERIENCE/SKILL REQUIREMENTS: - Bachelor's Degree in Therapeutic Recreation, Recreational Therapy or related field required. - Master's degree preferred. - Two or more years' experience in recreation in a healthcare setting with knowledge of patient population served by the facility is required. LICENSES/DESIGNATIONS/CERTIFICATIONS: - CPR and de-escalation/restraint certification required (training available upon hire and offered by facility). - First aid may be required based on state or facility. We are committed to providing equal employment opportunities to all applicants for employment regardless of an individual's characteristics protected by applicable state, federal and local laws. AHMKT

