--- title: 'Financial Advisor, Israel at LearnLux' canonical: 'https://feeny.ai/job/financial-advisor-israel-learnlux-israel-11zf6rzvpazm' type: 'job' last_seen: '2026-09-07' --- # Financial Advisor, Israel at LearnLux - **Company:** LearnLux - **Location:** Israel - **Posted:** 2026-07-10 - **Last confirmed live:** 2026-09-07 - **Apply:** https://job-boards.greenhouse.io/learnlux/jobs/5326014008 ## 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. ## About the Role LearnLux is looking for a Certified Financial Planner located in Israel to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Israel 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 Israel 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 Israel - 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 You Should Have - An active Certified Financial Planner (CFP), Chartered Financial Advisor (CFA), or similar financial planning/advisory designations or licesnses - Fluent English and Hebrew - 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 - Fluency in other languages such as Arabic is nice to have - 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! ## 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 - [Certified Financial Planner, High Net Worth Client Planner](https://feeny.ai/job/certified-financial-planner-high-net-worth-client-planner-learnlux-united-states-qny877xsssxp) — United States - [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