Financial Planner, Japan

📋 Description

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Japan
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux
• Become an expert on our client’s benefit plans so you can act as an extension of their team during
• Work with our content team to create outlines, review lessons and approve content created for the
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site

🎯 Requirements

• CFP, AFP, CMA or equivalent personal financial advisor designation
• Fluent English and Japanese - written and spoken
• Passion for educating individuals to take control and invest in their financial future
• Ability to perform several tasks concurrently, to prioritize work, and to take direction from
• Experience in multiple areas of personal finance: Retirement, Equity Compensation, investments
• Startup and/or Fintech experience (nice to have)