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What you’ll do:
- Must be available to work various shifts from 8 AM - 11 PM ET Monday through Friday with a typical expectation, but not guarantee, of 5-15 hours per week
- Participate in monthly 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
You should bring:
- CFP® designation required
- Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
- Can demonstrate ability to take initiative and execute
It would be great if you also:
- CPA, Enrolled Agent, or similar Certification in Credit Counseling
- Startup and/or Fintech experience
- Bi-lingual (Spanish)
LearnLux
LearnLux provides workplace financial wellbeing, blending fiduciary digital planning with one-on-one guidance from Certified Financial Planner professionals. They are a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners, valuing people who take ownership of their work.