Financial Planner, Puerto Rico

Financial Planner, Puerto Rico

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.

We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.

About the Role

LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico 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 Puerto Rico 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 LearnLux methodology to financial planning topics relevant in Puerto Rico
• 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 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

You Should Have

• An active Certified Financial Planner (CFP) designation is required for this role
• Fluent English and Spanish - 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