Financial Planner, Puerto Rico

LearnLux is seeking a Financial Planner based in Puerto Rico to join our team on a contractor basis. In this role, you will leverage the LearnLux digital experience to provide employees 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 position is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning.

As a Financial Planner, you will meet and engage with clients remotely over video, chat, and email to provide guidance on topics such as budgeting, retirement readiness, and equity compensation. You will advise on and adapt the LearnLux methodology to financial planning topics relevant in Puerto Rico. Additionally, you will participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience.

The ideal candidate holds an active Certified Financial Planner (CFP) designation and is fluent in both English and Spanish, both written and spoken. A passion for educating individuals to take control and invest in their financial future is essential. The ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members is also required. Experience in multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance, is necessary.

LearnLux is committed to fostering an environment that embraces diversity and inclusion and is seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. We are excited to speak with you about joining our team!