Waelth Advisor, Finland

📋 Description

• Meet and engage with clients remotely over video, chat, and email to give guidance on topics like
• Advise high net worth (HNW) clients on complex topics like concentrated stock positions
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in the Nordic
• 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 content team to create outlines, review lessons, and approve content created for the

🎯 Requirements

• Active financial planning/advisory designation
• Fluency in English and Finnish, written and spoken
• Demonstrated experience advising high net worth clients, including on concentrated equity positions
• Passion for educating individuals to take control and invest in their financial future
• Ability to perform multiple tasks concurrently, prioritize work, and take direction from multiple
• Experience in multiple areas of personal finance including retirement, equity compensation

🎁 Benefits

• Remote work flexibility
• Opportunity to work with a global team
• Involvement in innovative financial wellbeing programs
• Access to a supportive and inclusive workplace
• Opportunity to engage with diverse teams
• Professional development in wealth advisory