About the job
About LearnLux
LearnLux is the premier provider of workplace financial wellness solutions, seamlessly combining fiduciary digital planning with personalized guidance from Certified Financial Planner™ professionals. Our award-winning program empowers employees to navigate essential financial choices, including budgeting, benefits selection, equity compensation, home purchases, and retirement planning, enabling them to manage their finances confidently and maintain focus at work. Our advanced reporting tools allow partners to measure impact and drive outcomes such as reduced financial stress, heightened productivity, and enhanced employee retention.
At LearnLux, we are committed to intentional growth. We operate swiftly, uphold high standards of quality, and appreciate individuals who take ownership of their responsibilities. If you thrive on solving complex problems, taking accountability, and consistently pushing yourself to excel, you will find our environment rewarding.
As a venture-backed company with over $35 million raised to date, LearnLux is supported by experienced investors and long-term partners. We are a growth-oriented organization focused on scaling, and we are excited about the opportunities and challenges that lie ahead.
The Role
LearnLux is seeking a part-time Certified Financial Planner® to join our rapidly expanding team. Utilizing the LearnLux digital platform, you will collaborate directly with employees to provide unbiased, holistic financial advice. Your extensive financial expertise and client-centric approach will guide employees in achieving their personal and financial objectives.
This position is fully remote within the United States and reports to the Director of Financial Planning.
What You Will Do
- Be available to work various shifts from 8 AM to 11 PM ET, Monday through Friday, typically expected to be 5-15 hours per week.
- Engage with clients remotely via video, chat, and email to provide guidance on topics such as budgeting, student loans, retirement readiness, equity compensation, debt management, and more.
- Advise on the LearnLux methodology to adapt to the evolving financial landscape.
- Contribute to monthly team meetings, leveraging your expertise to enhance the LearnLux digital experience.
- Gain a thorough understanding of our clients’ benefit plans to effectively support their teams during open enrollment.
You Should Bring
- CFP® designation is a must.
- A passion for educating individuals to take charge of and invest in their financial futures.
- The ability to manage multiple tasks concurrently and prioritize effectively.

