Part-time Certified Financial Planner

LearnLux

Remote
Remote
Provide unbiased financial guidance
Work with employees remotely
Advise on learnlux methodology
Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial guidance

Job Summary

  • Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial guidance.
  • 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 and more.
  • LearnLux is a fit for you if you thrive in fast-moving environments and enjoy building in moments of change.

Matching Summary

Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial guidance.

Skills & Requirements

Must-have

  • Provide unbiased financial guidance
  • Work with employees remotely
  • Advise on LearnLux methodology

Nice-to-have

  • Educate individuals on financial future
  • Take initiative and execute
  • Thrive in fast-moving environments

Key Requirements

  • CFP® designation required
  • Experience in multiple areas of personal Finance
  • Ability to perform several tasks concurrently

Work Rights

Not specified

Tailored Resume

Cover Letter