Learn Lux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. Learn Lux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. Learn Lux members feel great about their money, allowing their work and wellbeing to thrive.
We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.
About the Role
Learn Lux is looking for a CFP® professional located in the United Kingdom to join our team on a contractor basis. Leveraging the Learn Lux digital experience you will work directly with employees based in he United Kingdom to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within Austria and reports to our Global Director of Financial Planning.
Key Responsibilities
Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
Advise on and adapt the Learn Lux methodology to financial planning topics relevant in he United Kingdom
Participate in regular team meetings to bring your subject matter expertise to improve the Learn Lux digital experience
Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
Work with with our content team to create outlines, review lessons and approve content created for the Learn Lux digital platform
Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
CERTIFIED FINANCIAL PLANNER® or equivalent designation, certification, degree or work experience
Fluent English - written and spoken
Passion for educating individuals to take control and invest in their financial future
Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
Experience in multiple areas of personal Finance: retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to haves
Startup and/or Fintech experience
Experience creating presentations and presenting to large audiences
Closing
Learn Lux strives to be an inclusive workplace and values learning from and engaging across different perspectives.
Learn Lux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.
We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! Please email additional info to work@learnlux.com.
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