Certified Financial Planner – Part-time

LearnLux Financial Wellbeing

. Provide unbiased, holistic financial guidance directly to employees using the LearnLux digital experience .

Posted 10/9/2026part-timeRemote • United StatesMid-LevelSenior💰 $60 - $75 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal finance areas such as retirement, investments, and budgeting, while providing unbiased financial guidance through digital platforms. Strong ability to engage clients remotely and contribute to team initiatives in a fast-paced environment.

Highest-signal resume keywords

CFP® DesignationPersonal Finance ExpertiseClient EngagementPresentation SkillsBilingual Spanish

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement PlanningEquity CompensationInvestmentsBudgetingDebt ManagementStudent LoansCash Flow PlanningDigital CurrenciesEstate PlanningInsurance

Soft Skills

InitiativeMultitaskingPrioritizationCollaborationCommunication

Tools & Technologies

LearnLux Digital ExperienceVideo ConferencingChat PlatformsEmail Communication

Certifications & Qualifications

CFP®CPAEnrolled AgentCredit Counseling Certification

Industry Keywords

FintechStartup ExperienceOpen EnrollmentFinancial GuidanceClient Benefit Plans

About the role

Key responsibilities & impact

Provide unbiased, holistic financial guidance directly to employees using the LearnLux digital experience
Meet and engage with clients remotely over video, chat, and email
Advise on the LearnLux methodology and respond to changing financial environments
Participate in monthly team meetings and contribute subject-matter expertise to improve the LearnLux digital experience
Become an expert on clients’ benefit plans and act as an extension of their team during open enrollment
Work various shifts from 8 AM–11 PM ET Monday through Friday, with a typical expectation of 5–15 hours per week
Report to the Director of Financial Planning

Requirements

What you’ll need

CFP® designation required
Passion for educating individuals to take control and invest in their financial future
Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members
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, and more
CPA, Enrolled Agent, or similar (preferred)
Certification in Credit Counseling (preferred)
Additional certifications (preferred)
Startup and/or Fintech experience (preferred)
Bilingual Spanish (preferred)
Experience creating presentations and presenting to large audiences virtually or in-person (preferred)
Availability to work occasional evenings and Saturday (preferred)
Ability to occasionally travel to on-site events (preferred)