Certified Financial Planner (Part-time)

📋 Description

• Must be available to work various shifts from 8 AM - 11 PM ET Monday through Friday with a typical
• Meet and engage with clients remotely over video, chat and email to give guidance on topics like
• Advise on the LearnLux methodology to improve and respond to the changing financial environment
• Participate in monthly team meetings to bring your subject matter expertise to improve the LearnLux
• Become an expert on our client’s benefit plans so you can act as an extension of their team during

🎯 Requirements

• CFP® 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
• Can demonstrate ability to take initiative and execute
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments

🎁 Benefits

• CPA, Enrolled Agent, or similar
• 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