Financial Advisor, China

📋 Description

• Meet clients remotely to guide budgeting and retirement planning
• Advise on LearnLux methodology for China financial topics
• Join regular team meetings to improve the digital experience
• Act as an extension of client teams during open enrollment
• Work with content team to outline and review platform content
• Lead engagement campaigns like webinars for employer partners

🎯 Requirements

• Active CFP, CFA, or similar designation/licensing
• Fluent English and Mandarin or Cantonese (written and spoken)
• Passion for teaching people to manage finances
• Ability to multitask and prioritize from multiple teams
• Experience in retirement, equity comp, investments, budgeting

🎁 Benefits

• Flexible remote work and inclusive culture
• Fintech-focused team and growth opportunities
• Contract role with LearnLux and global clients