Financial Advisor, Denmark

Added
14 days ago
Type
Contract
Salary
Salary not provided

Related skills

budgeting english cfp cfa danish

πŸ“‹ Description

  • Meet clients remotely via video, chat, and email to guide budgeting
  • Advise on LearnLux methodology for Nordic region financial planning
  • Join regular team meetings to improve the digital experience
  • Become an expert on client benefit plans for open enrollment
  • Collaborate with content team to outline, review and approve content
  • Lead employer engagement campaigns like webinars and events

🎯 Requirements

  • Active CFP or CFA or similar financial planning designation
  • Fluent English and Danish (written and spoken)
  • Passion for helping individuals invest in their financial future
  • Ability to multitask, prioritize, and work with multiple teams
  • Experience in retirement, equity compensation, investments, budgeting, and planning
  • Additional languages such as Swedish, Norwegian, Finnish are a plus
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