Wealth Advisor, Sweden

📋 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 our content team to create outlines, review lessons, and approve content created for the

🎯 Requirements

• An active financial planning/advisory designation
• Fluent English and Swedish, 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
• Have the ability to perform several tasks concurrently, to prioritize work, and to take direction
• Experience in multiple areas of personal finance including retirement, equity compensation

🎁 Benefits

• Nice to have: Fluency in other Nordic languages such as Danish, Norwegian, or Finnish
• Nice to have: Prior experience serving high net worth clients at a wealth management firm
• Nice to have: Startup and/or Fintech experience
• Nice to have: Experience creating presentations and presenting to large audiences