Financial Planner, Puerto Rico

1 hour, 2 minutes ago
Contract
Senior
Finance and Accounting
LearnLux

LearnLux

LearnLux offers comprehensive financial wellbeing solutions for employees, providing personalized financial plans and educational resources through online learning tools, all supported by fiduciary guidance from Certified Financial Planner™ professionals.

Capital Markets
11-50
Founded 2014
$17M raised

Description

  • Meet with clients remotely via video, chat, and email to provide guidance on budgeting, retirement readiness, equity compensation, and related topics.
  • Adapt LearnLux’s financial planning methodology to topics relevant to employees in Puerto Rico.
  • Participate in regular team meetings and contribute subject matter expertise to improve the digital experience.
  • Become knowledgeable about client benefit plans and support employees during open enrollment.
  • Collaborate with the content team to create outlines, review lessons, and approve digital platform content.
  • Lead employer engagement campaigns, including digital webinars and occasional on-site events.

Requirements

  • Active Certified Financial Planner (CFP) designation is required.
  • Fluent written and spoken English and Spanish.
  • Experience across multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance.
  • Ability to manage multiple tasks concurrently, prioritize work, and take direction from multiple team members.
  • Passion for educating individuals and helping them take control of their financial future.
  • Startup and/or fintech experience is preferred.
  • Experience creating presentations and presenting to large audiences is preferred.

Benefits

  • 100% remote work within Puerto Rico.
  • Contractor basis role.
  • Opportunity to work directly with employees and provide holistic financial guidance.
  • Join a growth-focused, venture-backed company.
  • Work in an inclusive environment that welcomes candidates from historically under-represented or marginalized communities.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Director of Financial Planning & Analysis

UltraViolet Cyber 501-1000 Computer and Network Security

UltraViolet Cyber is seeking a Director of FP&A to lead financial planning and analysis for the company, supporting leadership with accurate reporting, forecasting, and decision-making across sales and operations.

NetSuite
1 hour, 17 minutes ago

Director- FP&A SAAS- Private Equity Advisory

CrossCountry 251-1K Professional Services

CrossCountry Consulting is seeking a Managing Director to lead its Private Equity practice, serving PE sponsors and SaaS portfolio companies through client delivery, business development, and team leadership.

NetSuite Power BI SQL Tableau
1 hour, 32 minutes ago

Portfolio Manager - Freelance AI Trainer

Mindrift.ai: Be the “I” in AI Internet Software & Services

Mindrift is seeking English-proficient finance professionals for project-based AI evaluation work focused on testing and improving financial analysis scenarios for leading tech companies.

Statistics
1 hour, 32 minutes ago

FP&A Analyst

bswift 251-1K Insurance

bswift is hiring a Finance Analyst to support its FP&A team in managing budgeting, forecasting, reporting, and decision support for a growing benefits administration business.

NetSuite
1 hour, 32 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers