Part-time Certified Financial Planner

📋 Description

• 100% remote within the US.
• Work varied shifts 8 AM-11 PM ET, Mon-Fri; 5-15 hours/week typical.
• Meet with clients remotely via video, chat, and email for budgeting, student loans, retirement readiness, equity compensation, debt management, and more.
• Advise on LearnLux methodology to adapt to changing financial environments.
• Participate in monthly team meetings to improve the LearnLux digital experience.
• Become an expert on clients’ benefit plans for open enrollment.

🎯 Requirements

• CFP® designation required.
• Passion for educating individuals to take control of their financial future.
• Ability to multitask, prioritize, and take direction from multiple team members.
• Demonstrate initiative and strong execution.
• Experience in retirement, equity compensation, investments, budgeting, debt mgmt, student loans, cash flow planning, digital currencies, estate planning, insurance, and more.

🎁 Benefits

• Remote-first company structure.
• Medical, dental, and vision.
• 401(k).
• Mental wellbeing (Talkspace).
• Financial wellbeing (LearnLux).
• Paid vacation and sick leave.