The RoleLearnLux is looking for a full time dual Certified Financial Planner® and licensed Tax Specialist to join our fast growing team. Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial and tax 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 the US and reports to the Director of Financial Planning.
What you'll do- 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
You should bring- 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
It would be great if you also- 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
LearnLux is a fit for you if you- Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
- Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn't previously exist.
- Take initiative and don't wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward.
- Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us.
- Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here.
- Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes.
- Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.
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
Salary Range$90,000-$130,000 USD
