Certified Financial Planner
LearnLux
| Company | LearnLux |
| Category | Finance |
| Location | United States - Remote |
| Remote | Remote |
| Employment | Not stated |
| Level | Mid |
| Salary | Not stated by the employer |
| Posted | 28 Jul 2026 |
| Last verified | 9 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
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
earnLux is hiring a Certified Financial Planner® to join a fast-growing team that's redefining what financial wellness looks like at work. You'll bring deep equity compensation expertise to help members make sense of complex, high-stakes decisions, while also serving the full range of people we support, from those just starting to build savings to high net worth clients navigating significant wealth.
This is a chance to shape how a growing startup delivers financial guidance, working directly with employees rather than behind a desk, and helping build the playbook as we go.
This role is 100% remote within the US and reports to the Director of Financial Planning.
What you’ll do
Serve as the team's go-to expert on equity compensation, helping members understand what they hold, what they owe, and what to do next
Meet with clients remotely over video, chat, and email on the full range of financial topics: budgeting, student loans, retirement readiness, equity compensation, debt management, investments, taxes, and more
Shape how LearnLux responds to a changing financial and regulatory environment, applying the LearnLux methodology to real client situations
Bring your expertise into weekly team meetings to sharpen the whole team's approach
Become fluent in your client company's benefit plans so you can act as an extension of their team
Partner with our content team to build outlines, lessons, and video content, with a natural emphasis on equity compensation and tax planning topics
Design and lead engagement campaigns for employer partners, including webinars and occasional on-site events
Provide coverage across shifts from 7 AM to 11 PM ET Monday through Friday, and 9 AM to 4 PM ET on Saturdays
You should bring
An active CFP® designation with at least 5 years of experience after achieving the designation
Strong, hands-on experience advising on holistic financial plans including equity compensation and the tax and planning implications that come with it
Comfort moving between high net worth planning and everyday financial guidance without treating either as an afterthought
A genuine drive to help people take control of their financial future, whatever their starting point
The ability to manage multiple priorities, take direction from several team members, and act on your own initiative
Broad experience across personal finance: retirement, investments, budgeting, debt management, student loans, cash flow planning, digital currencies, estate planning, insurance, taxes, and more
It would be great if you also
CPA® or Enrolled Agent (EA) designation
Certification in Credit Counseling
Additional Certifications
Startup and/or Fintech experience
Bi-lingual (Spanish)
Experience creating presen