Meet clients remotely via video, chat, and email to guide budgeting and retirement.
Advise on LearnLux methods for financial planning topics in Puerto Rico.
Participate in regular team meetings to improve the LearnLux digital experience.
Become an expert on client benefit plans to assist during open enrollment.
Collaborate with the content team to outline, review, and approve platform content.
Lead engagement campaigns for employer partners, like webinars and on-site events.

🎯 Requirements

An active CFP designation is required.
Fluent English and Spanish, written and spoken.
Passion for educating individuals to take control of their financial future.
Ability to multitask, prioritize work, and take direction from multiple teams.
Experience in retirement, equity compensation, investments, budgeting, debt, and cash flow; estate planning.

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