Financial Planner

LearnLux Financial Wellbeing

. Meet and engage with clients remotely over video, chat and email to provide guidance on budgeting, retirement readiness, equity compensation, and related topics .

Posted 11/5/2026contractRemote • JapanMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal finance topics including Retirement, Equity Compensation, and Budgeting, while effectively engaging clients in both English and Japanese. Proficient in adapting financial planning methodologies and creating impactful presentations for diverse audiences.

Highest-signal resume keywords

CFP CertificationFluent EnglishFluent JapanesePersonal Finance ExpertisePresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningEquity CompensationBudgetingDebt ManagementCash Flow PlanningDigital CurrenciesEstate PlanningInsurance

Soft Skills

Client EngagementMultitaskingPrioritizationTeam Collaboration

Tools & Technologies

LearnLux Digital Platform

Certifications & Qualifications

CFPAFPCMA

Industry Keywords

FintechStartup ExperienceOpen EnrollmentEmployer Engagement

About the role

Key responsibilities & impact

Meet and engage with clients remotely over video, chat and email to provide guidance on budgeting, retirement readiness, equity compensation, and related topics
Advise on and adapt the LearnLux methodology to financial planning topics relevant in Japan
Participate in regular 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 with the content team to create outlines, review lessons, and approve content for the LearnLux digital platform
Lead engagement campaigns for employer partners, including digital webinars and occasional on-site events

Requirements

What you’ll need

CFP, AFP, CMA or equivalent personal financial advisor designation
Fluent English and Japanese - written and spoken
Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members
Startup and/or Fintech experience (nice to have)
Experience creating presentations and presenting to large audiences (nice to have)

Benefits

Comp & perks

Unbiased, holistic financial guidance through the LearnLux digital experience
Regular team meetings and collaboration with subject matter experts
Opportunity to contribute to and improve the LearnLux digital experience
Inclusive workplace committed to diversity and inclusion