Certified Financial Planner

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary expert on equity compensation for the team, assisting members in understanding their holdings, obligations, and next steps.

• Engage with clients remotely through video calls, chat, and email to cover a comprehensive range of financial topics including budgeting, student loans, retirement readiness, equity compensation, debt management, investments, taxes, and more.

• Influence how LearnLux adapts to evolving financial and regulatory landscapes, utilizing the LearnLux methodology in real client scenarios.

• Contribute your expertise in weekly team meetings to enhance the overall team's strategy.

• Gain in-depth knowledge of your client company's benefit plans to function as an integral part of their team.

• Collaborate with our content team to create outlines, lessons, and video materials, with a primary focus on equity compensation and tax planning subjects.

• Develop and execute engagement campaigns for employer partners, including webinars and occasional on-site events.

• Provide shift coverage from 7 AM to 11 PM ET Monday through Friday, and from 9 AM to 4 PM ET on Saturdays.

⛳️ Requirements

• A valid CFP® designation with a minimum of 5 years of experience following the acquisition of the designation.

• Comprehensive, hands-on experience in advising on holistic financial plans, including aspects of equity compensation and its associated tax and planning implications.

• Ability to navigate between high net worth planning and everyday financial advice without sidelining either focus.

• A sincere commitment to empowering individuals to take charge of their financial futures, regardless of their starting points.

• Capability to juggle multiple priorities, follow guidance from various team members, and act independently when necessary.

• Extensive experience in personal finance areas such as retirement, 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 coverage.

• 401(k) plan.

• Mental wellbeing support (Talkspace).

• Financial wellbeing resources (LearnLux).

• Paid vacation and sick leave.

• Paid sabbatical after 5 years of service.

• A supportive and inclusive team culture.

• Opportunities for continuous learning and growth in a rapidly expanding startup at the forefront of financial wellness and technology.