Financial Advisor

📋 Description

• Meet and engage with clients remotely over video, chat and email to give guidance on budgeting, retirement readiness, equity compensation, and more
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in the Nordic Region (including Finland, Norway, Sweden, and Denmark)
• 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 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

🎯 Requirements

• An active CFP, CFA or similar financial planning/advisory designation
• Fluent English and Finnish - written and spoken
• Passion for educating individuals to take control and invest in their financial future
• Ability to perform multiple tasks concurrently, prioritize work, and take direction
• Experience in personal finance areas: retirement, investments, budgeting, estate planning, insurance
• Fluency in other languages such as Danish, Norwegian, and Swedish are nice to have