Financial Planner, Puerto Rico

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 Closing LearnLux 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. We’re excited to speak with you about joining our team! #J-18808-Ljbffr