Meet clients remotely to guide budgeting, retirement readiness, and equity compensation.
Advise and adapt LearnLux methods to Nordic region topics.
Participate in regular team meetings to share expertise and improve the digital experience.
Become an expert on client benefit plans for open enrollment cycles.
Collaborate with the content team to outline, review, and approve platform content.
Lead engagement campaigns for employer partners, including webinars and on-site events.

🎯 Requirements

Active CFP, CFA, or similar financial designation.
Fluent English and Norwegian, written and spoken.
Passion for educating individuals to invest in their financial future.
Ability to multitask, prioritize work, and take direction from multiple team members.
Experience across retirement, equity compensation, investments, budgeting, debt, cash flow, estate planning, and insurance.

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