Certified Financial Planner, High Net Worth Client Planner at LearnLux

LearnLux is hiring a Senior Certified Financial Planner to serve as the team’s specialist in high-net-worth planning and complex equity compensation. The role handles escalated cases involving concentrated stock positions, 10b5-1 trading plans, QSBS, AMT and ISO exercise strategies, RSU and ESPP optimization, and related tax, investment, estate, and wealth-transfer planning. The planner will advise clients remotely, mentor other planners, contribute to content and employer-partner campaigns, and work across shifts from 7 AM to 11 PM ET Monday through Friday and 9 AM to 4 PM ET on Saturdays. The position is 100% remote within the United States and reports to the Director of Financial Planning.