Our planners provide coverage at various shifts from 7 AM
11 PM ET Monday through Fridays and 9 AM
4PM ET on Saturdays
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, taxes and more
Advise on the LearnLux methodology to improve and respond to the changing financial environment
Participate in weekly team meetings to bring your subject matter expertise to improve the LearnLux digital experience
Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platform
Design and lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

CFP® designation required
CPA® or Enrolled Agent (EA) 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 from multiple team members
Experience with Company Equity (ISO’s, RSU’s, ESPP’s,)
Can demonstrate ability to take initiative and execute
Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance, taxes and more

Remote-first company structure
Medical, dental, and vision
401(k)
Mental wellbeing (Talkspace)
Financial wellbeing (LearnLux)
Paid vacation and sick leave
Paid sabbatical after 5 years of service
A supportive, inclusive team culture
Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

Certified Financial Planner – Tax Specialist

Key skills