Meet clients remotely via video, chat and email to guide budgeting and retirement
Advise on LearnLux methods for Israel financial planning
Join regular team meetings to improve LearnLux digital experience
Become expert on client benefit plans for open enrollment
Collaborate with content team to outline and review LearnLux lessons
Lead employer campaigns (webinars and on-site events)

🎯 Requirements

Active CFP or CFA or similar designation or license
Fluent English and Hebrew (written and spoken)
Passion for educating individuals to take control of finances
Ability to multitask, prioritize, and take direction from multiple teams
Experience in multiple personal finance areas: retirement, budgeting
Arabic language skills a nice-to-have
Startup/Fintech experience a nice-to-have
Experience presenting to large audiences a nice-to-have

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