LearnLux Financial Wellbeing · 3 months ago
Financial Planner United Kingdom
United States
Full-time
Remote
Mid LevelLearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. They are seeking a CFP® professional to provide unbiased, holistic financial guidance to employees in the United Kingdom, leveraging the LearnLux digital experience.
EducationFinancial ServicesFinTechInternet
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 LearnLux methodology to financial planning topics relevant in he United Kingdom
Participate in regular 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
Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
Qualification
Required
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
Preferred
Startup and/or Fintech experience
Experience creating presentations and presenting to large audiences
Company
LearnLux Financial Wellbeing
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$24.16MKey Investors
Crosslink CapitalDCU FinTech Innovation Center
2024-02-13Series Unknown· $7.1M
2022-09-29Series A· $10M
2020-05-05Series Unknown· $4.66M
Leadership Team
Rebecca Liebman
Co-Founder & CEO
Michael Liebman
Co-Founder & COO
Recent News
Company data provided by crunchbase