Part-Time Certified Financial Planner®

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. Our award-winning program helps employees navigate critical financial decisions—from budgeting and benefits elections to equity compensation, home buying, and retirement—so they can feel confident about their money and focused at work.

We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.

We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale.

What You’ll Do

• Must be available to work various shifts from 8 AM - 11 PM ET Monday through Friday, with a typical expectation of 5-15 hours per week (not guaranteed).
• Meet and engage with clients remotely via video, chat, and email to provide unbiased, holistic financial guidance on topics like budgeting, student loans, retirement readiness, equity compensation, and debt management.
• Advise on the LearnLux methodology to improve and respond to the changing financial environment.
• Participate in monthly team meetings to share subject matter expertise and enhance the LearnLux digital experience.
• Become an expert on clients’ benefit plans to act as an extension of their team during open enrollment.

Required Qualifications

• CFP® designation required.
• Passion for educating individuals to take control and invest in their financial future.
• Ability to multitask, prioritize work, and take direction from multiple team members.
• Proven ability to take initiative and execute.
• 5+ years of experience in multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, student loans, cash flow planning, digital currencies, estate planning, and insurance.

Nice-to-Have Qualifications

• CPA, Enrolled Agent, or similar certification.
• Certification in Credit Counseling.
• Additional relevant certifications.
• Startup or Fintech experience.
• Bi-lingual (Spanish).
• Experience creating and delivering presentations to large audiences (virtual or in-person).
• Availability to work occasional evenings and Saturdays.
• Ability to occasionally travel to on-site events.

Why LearnLux is a Great Fit for You

• Thrive in fast-moving environments and enjoy building during periods of change.
• Like wearing multiple hats and helping define the path forward.
• Take initiative and don’t wait to be asked—see problems as opportunities.
• Energized by ambiguity and comfortable making decisions with imperfect information.
• Enjoy hands-on work and owning projects end-to-end.
• Motivated by high standards and continuous improvement.
• Value clear, frequent communication and collaboration.