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Part Time Certified Financial Planner at LearnLux - ApplyBlast

Part Time Certified Financial Planner

LearnLux

21 days ago

Remote

Part Time

Medior

0 applicants

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About this role

LearnLux is seeking a part-time Certified Financial Planner to provide unbiased, holistic financial guidance to employees remotely. The role involves advising clients on topics such as budgeting, retirement readiness, and debt management while leveraging the company's digital planning tools. This position requires availability for various shifts throughout the week and collaboration with the financial planning team to enhance the client experience.

Responsibilities

Provide unbiased holistic financial guidance to employees remotely
Advise clients on budgeting student loans retirement readiness and equity compensation
Act as an extension of client teams during open enrollment periods

Skills

Qualifications

CFP®CPAEnrolled AgentCertification in Credit Counseling

About LearnLux

learnlux.com

Headquarters

Boston, Massachusetts, United States

Company Size

51-200 employees

Founded

2014

View Profile

LearnLux is an employer-focused financial wellbeing platform that delivers personalized financial education, planning tools, and coaching to help employees build and maintain financial plans. Its product combines interactive learning, budgeting and retirement planning tools, and guided resources for debt, student loans, and benefits optimization. Employers and benefits teams use LearnLux to integrate financial wellness into their programs, drive employee engagement, and access analytics that measure outcomes like stress reduction, savings behavior, and retention.