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Job Description
📋 Description Serve as equity-compensation expert for members Meet clients remotely on budgeting, retirement, equity, taxes Apply LearnLux methodology to real client situations Lead engagement campaigns for employer partners (webinars) Become fluent in client benefit plans; act as their team extension Collaborate with content team on outlines, lessons, and videos 🎯 Requirements Active CFP designation with 5+ years post-designation Hands-on experience advising holistic financial plans incl. equity comp and taxes Comfort moving between high-net-worth and everyday financial guidance Drive to help people take control of their financial future Ability to manage multiple priorities and take initiative Broad experience across retirement, investments, budgeting, debt, taxes 🎁 Benefits Remote-first company structure Medical, dental, and vision 401(k) Mental wellbeing (Talkspace) Financial wellbeing (LearnLux) Paid vacation and sick leave
