Part-time Certified Financial Planner

New

US, 8 AM - 11 PM ET Monday through FridayPart-TimeMiddle

Salary not disclosed

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Job Details

Requirements

CFP® designation required
Passion for educating individuals to take control and invest in their financial future
Ability to perform several tasks concurrently
Ability to prioritize work
Ability to take direction from multiple team members
Demonstrated 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

Responsibilities

Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, student loans, retirement readiness, equity compensation, debt management and more
Advise on the LearnLux methodology to improve and respond to the changing financial environment
Participate in monthly team meetings to bring your subject matter expertise to improve the LearnLux digital experience
Become an expert on our client's benefit plans so you can act as an extension of their team during open enrollment

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