Note: The job is a remote job and is open to candidates in USA. 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. The role involves providing unbiased, holistic financial and tax guidance to employees, helping them prepare for and accomplish their personal and financial goals.
Responsibilities
• 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, 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
Skills
• CFP® designation required
• CPA® or Enrolled Agent (EA) designation required
• 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 with Company Equity (ISO’s, RSU’s, ESPP’s,)
• 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
• Certification in Credit Counseling
• Additional Certifications
• Startup and/or Fintech experience
• Bi-lingual (Spanish)
• Experience creating presentations and presenting to large audiences virtually or in-person
• Availability to work occasional evenings and Saturday’s
• Ability to occasionally travel to on-site events
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
Company Overview
• LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner® professionals. It was founded in 2015, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://learnlux.com.
Location: , ,
Salary: 90000 – 130000
Benefits:
- Paid Time Off
- Dental Coverage
- Health Insurance
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