--- title: 'Certified Financial Planner, High Net Worth Client Planner at LearnLux' canonical: 'https://feeny.ai/job/certified-financial-planner-high-net-worth-client-planner-learnlux-united-states-qny877xsssxp' type: 'job' last_seen: '2026-09-07' --- # Certified Financial Planner, High Net Worth Client Planner at LearnLux - **Company:** LearnLux - **Location:** United States - **Work type:** remote - **Posted:** 2026-07-28 - **Last confirmed live:** 2026-09-07 - **Apply:** https://job-boards.greenhouse.io/learnlux/jobs/5372704008 ## Job description ## About LearnLux 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. ## The Role LearnLux is hiring a Senior Certified Financial Planner® to serve as the team’s specialist in high net worth planning and complex equity compensation. You’ll work with members holding significant, often concentrated wealth, multi-vehicle equity packages, pre- and post IPO positions, and tax complexities. You will help members make sense of high-stakes decisions that don’t always have textbook answers. This is a chance to shape how a growing startup delivers financial guidance, working directly with employees rather than behind a desk, and helping build the playbook for HNW and equity Comp planning as we go. This role is 100% remote within the US and reports to the Director of Financial Planning. ## What you’ll do - Serve as the team's senior expert on high net worth planning and complex equity compensation, handling escalated and technically demanding member cases - Guide members on sophisticated equity scenarios: concentrated stock positions, 10b5-1 trading plans, QSBS qualification, AMT and ISO exercise strategy, early-exercise elections, secondary sale considerations, and RSU/ESPP optimization across public and private companies - Meet with clients remotely over video, chat, and email on the full range of financial topics budgeting, student loans, retirement readiness, equity compensation, debt management, investments and taxes with particular depth in tax planning, investment strategy, estate and trust considerations, and multi-generational wealth transfer - Shape how LearnLux responds to a changing financial and regulatory environment, applying and adapting the LearnLux methodology to  complex, high-stakes client situations - Bring your expertise into weekly team meetings, mentoring other planners on HNW and equity comp best practices and sharpening the whole team’s approach - Become fluent in your client company's benefit plans, including equity plans so you can act as an extension of their team - Partner with our content team to build outlines, lessons, and video content, with a natural emphasis on equity compensation and tax planning topics - Design and lead engagement campaigns for employer partners, including webinars and occasional on-site events - Provide coverage across shifts from 7 AM to 11 PM ET Monday through Friday, and 9 AM to 4 PM ET on Saturdays You should bring - An active CFP® designation with at least 7 years of experience after achieving the designation, including substantial time advising high net worth clients - Deep, hands-on experience guiding on complex equity compensation: ISOs, NSOs, RSUs, ESPP, SARs, QSBS concentrated positions, and the associated tax and planning implications, including AMT and mult-year exercise/sale strategy - A track record of building comprehensive financial plans for high net worth individuals, including investment strategy, roth conversion strategies  tax planning and estate and wealth transfer considerations - Comfort service as the technical authority for the most complex client situations, while still be able to translate that complexity into clear, actionable guidance - A genuine drive to help people take control of their financial future, whatever their starting point - The ability to manage multiple priorities, take direction from several team members, and act on your own initiative - Broad experience across personal finance: retirement, investments, budgeting, debt management, student loans, cash flow planning, digital currencies, estate planning, insurance, taxes, and more It would be great if you also - CPA® or Enrolled Agent (EA) designation - CPWA® (Certified Private Wealth Advisor) or similar HNW-focused certification - Experience with trust and estate planning, or working alongside estate attorneys and tax professionals - Startup and/or Fintech experience - Bi-lingual (Spanish) - Experience creating presentations and presenting to large audiences virtually or in-person - Availability to work occasional evenings and Saturday’s - Ability to occasionally travel to on-site events LearnLux is a fit for you if you - Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow. - Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist. - Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward. - Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us. - Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here. - Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes. - Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate. ## Benefits - Remote-first company structure - Medical, dental, and vision - 401(k) - Mental wellbeing (Talkspace) - Financial wellbeing (LearnLux) - Paid vacation and sick leave - Paid sabbatical after 5 years of service - A supportive, inclusive team culture - Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. 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. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! ## About LearnLux ## Company Overview - **One-liner**: LearnLux provides a workplace financial wellbeing platform that blends fiduciary digital planning with unlimited one-on-one guidance from Certified Financial Planner® professionals to help employees navigate all aspects of their financial lives. - **Entity Type**: Private (Series A-III) - **Headquarters**: Boston, Massachusetts, United States - **Founded**: 2014 - **Founders**: Rebecca Liebman (CEO) and an unnamed co-founder ## Core Business - **Primary industry**: Financial Technology (Fintech) / Human Resources Services - **Target customers**: B2B — HR and benefits leaders at mid-market and enterprise companies seeking a financial wellbeing benefit for their workforce. - **Mission or purpose statement**: To improve the lives of the workforce by providing trusted, judgment-free financial guidance that helps every employee, at every financial stage, build confidence and achieve their goals. ## Products & Services - **LearnLux Financial Wellbeing Platform**: A digital platform offering interactive money management tools (cashflow calculators, retirement readiness models, budgeting tools), personalized financial plans, and on-demand educational lessons covering topics like debt paydown, emergency savings, investing, tax planning, estate planning, and benefits education. - **Unlimited 1:1 Financial Guidance**: Access to a dedicated, in-house team of fiduciary financial planners (including CFP® professionals) who provide judgment-free, personalized guidance via phone or video. Planners never sell products or earn commissions. - **Programming & Communications Toolkits**: Pre-built resources for employers to engage and educate their workforce on financial topics, including a 2026 Financial Wellbeing Calendar. - **Benefits Integration & Education**: Support for HR teams to integrate LearnLux with existing benefits (e.g., 401(k) plans, HSAs) and educate employees on their total rewards package. ## Market Standing - **Valuation**: Not publicly disclosed - **Key Metric**: Total Funding of $29.2M (per CB Insights) or $24.2M (per LinkedIn); Annual Revenue of approximately $6.2M (per LinkedIn estimate) - **Notable Investors**: Marc Benioff, Sound Ventures, Sorenson Capital, Crosslink Capital, j4.ventures, DCU FinTech Innovation Center - **Growth Signals**: - 55 employees (+41.3% YoY headcount growth) - 17 active job postings (Quarterly job posting growth of +112.5%) - Named HR.com's "Best Financial Wellness Solution" for 2026 - CEO Rebecca Liebman named to Inc. Magazine's 2026 Female Founders 500 list - Supports employers in 100+ countries and 35+ languages - Client roster includes Fifth Third Bank, New Balance, and Messer Construction Co. ## Competitive Advantages - **Fiduciary Standard & Independence**: Financial planners are entirely independent, salaried, and never sell financial products, eliminating conflicts of interest that exist with bank or record-keeper-affiliated programs. - **Holistic Approach**: Covers the full spectrum of personal finance (debt, budgeting, home buying, estate planning, etc.), not just retirement, addressing the everyday stressors that drive employee distraction and turnover. - **Global Scalability**: Supports multinational workforces across 100+ countries with locally relevant content and licensed professionals. - **Measurable Impact**: Proven outcomes — 91% of employees report improved focus at work, and 79% are more likely to stay with their employer because of the benefit. ## Strategic Focus - **Deepening Enterprise & Global Reach**: Expanding partnerships with large, multinational employers and deepening integrations with the broader HR benefits ecosystem. - **Data-Driven Innovation**: Leveraging insights from its 2026 Workplace Financial Wellbeing Report (27,000 global participants) to refine its platform and demonstrate ROI to employers. - **Product Expansion**: Continuing to build out digital tools and educational content that address emerging employee needs (e.g., earned wage access integration, caregiving costs). ## Why Work Here - **Culture**: Described as mission-driven with a focus on improving employee financial health. The company emphasizes a judgment-free, supportive approach in its product, which likely extends to its internal culture. - **Engineering & Product**: The tech stack is modern and robust (TypeScript, React, Python, Kubernetes, Google Cloud Platform, Terraform, GitHub Actions), offering engineers the chance to work on a high-impact fintech platform at scale. - **Growth & Opportunity**: With 41% YoY headcount growth and a recent surge in job postings, the company is in a rapid growth phase, offering significant career advancement potential. - **Remote/Hybrid**: The company has a distributed team across the US and several countries (Ireland, Israel, Uruguay, Netherlands, South Korea), suggesting flexible work arrangements are a core part of the operating model. - **Notable Perks**: The opportunity to work on a product that demonstrably improves people's lives, with a strong emphasis on outcomes and employee wellbeing. ## Sources 1. [learnlux.com](https://www.learnlux.com/) 2. [learnlux.com/careers](https://www.learnlux.com/careers) 3. [linkedin.com/company/learnlux](https://www.linkedin.com/company/learnlux) 4. [cbinsights.com/company/learnlux](https://www.cbinsights.com/company/learnlux) 5. [learnlux.com/company](https://www.learnlux.com/company) ## Other roles at LearnLux - [Director of Product Management](https://feeny.ai/job/director-of-product-management-learnlux-colorado-g8t7mfya221a) — Colorado, United States / New York, NY - [Senior Product Manager, Platform](https://feeny.ai/job/senior-product-manager-platform-learnlux-colorado-knepeqhbhvn6) — Colorado, United States - [Senior Back End Engineer, Data and Cloud](https://feeny.ai/job/senior-back-end-engineer-data-and-cloud-learnlux-colorado-xkmjv16h4gh8) — Colorado, United States - [Consultant Relations - Eastern Region](https://feeny.ai/job/consultant-relations-eastern-region-learnlux-united-states-69stnygdfq6j) — United States - [Sr. Manager - Client Implementation](https://feeny.ai/job/sr-manager-client-implementation-learnlux-united-states-zey0rb8017fh) — United States - [Global Financial Content Writer (Contract)](https://feeny.ai/job/global-financial-content-writer-contract-learnlux-global-a7kcejxwzbc7) — Global - [Proposal Manager](https://feeny.ai/job/proposal-manager-learnlux-united-states-dwx64aqqzp0f) — United States - [Financial Advisor, Israel](https://feeny.ai/job/financial-advisor-israel-learnlux-israel-11zf6rzvpazm) — Israel - [Wealth Advisor, Denmark](https://feeny.ai/job/wealth-advisor-denmark-learnlux-denmark-s7qf6vt9rwyf) — Denmark - [Wealth Management Advisor, Finland](https://feeny.ai/job/wealth-management-advisor-finland-learnlux-finland-9wcp4nh7d39a) — Finland