Financial Planner - India
About LearnLux
LearnLux is a leading provider of workplace financial well-being, combining digital tools with personalized, one-on-one guidance from qualified financial professionals. Our award-winning program empowers employees to navigate important financial decisions, including budgeting, benefits selection, equity compensation, and retirement planning, so they can feel confident about their finances and focused at work. Our advanced reporting gives employers meaningful insights into key outcomes, including reduced financial stress, increased productivity, and improved employee retention.
At LearnLux, we build with intention. We move with purpose, hold ourselves to a high standard of quality, and celebrate people who take ownership of their work. If you are energized by solving problems and helping members achieve meaningful financial outcomes, we want to hear from you.
We are a venture-backed company that has raised over $35M to date, supported by experienced investors and long-term partners. We are a growth-focused business scaling across the US and around the world.
About the Role
LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.
In this role, you will leverage the LearnLux digital platform to work directly with employees across India, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.
This is a contract remote role based in India.
Key Responsibilities
- Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.
- Adapt the LearnLux Global Planning methodology to best serve members in your region.
- Participate in regular team meetings and contribute your subject-matter expertise to improve the financial guidance provided to members continuously.
- Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.
- Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.
- Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.
You Should Have
- A designation, certification, or diploma in personal financial planning or a relevant field.
- At least five years of experience delivering one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.
- Advanced knowledge of regional financial systems and regulations in India.
- Fluency in Hindi and English, both written and spoken.
- A genuine passion for financial education and empowering individuals to make informed financial decisions.
- The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.
Nice to Have
- Fluency in other regional and national languages across India such as Marathi, Telagu, Bangali, or Tamil.
- Experience working in a remote or distributed team environment.
- Comfort working across multiple digital applications and platforms.
- Experience developing and delivering presentations to large audiences.
Closing
LearnLux is committed to building an inclusive, diverse workplace where different perspectives are welcomed and valued. We actively seek candidates from diverse backgrounds, experiences, abilities, and viewpoints to join our team.
We look forward to speaking with you about this opportunity!