Certified Financial Planner - Tax Specialist

About LearnLux

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. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

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, and we’re excited by the opportunities and challenges that come with that journey.

The Role

LearnLux is looking for a full time dual Certified Financial Planner® and licensed Tax Specialist to join our fast growing team. Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial and tax guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within the US and reports to the Director of Financial Planning.

What you’ll do

• 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

You should bring

• 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

It would be great if you also

• 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
• Availability to work occasional evenings and Saturday’s
• Ability to occasionally travel to on-site events