Financial Planner
LearnLux Financial Wellbeing
contract
Posted on:
Location Type: Remote
Location: Remote • 🇲🇾 Malaysia
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
- Advise on and adapt the LearnLux methodology to financial planning topics relevant in Malaysia
- Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
- Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
- Work with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
- Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
Requirements
- CERTIFIED FINANCIAL PLANNER® or equivalent designation, certification, degree or work experience
- Fluent English - written and spoken
- 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 from multiple team members
- Experience in multiple areas of personal Finance: retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Benefits
- LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.
- Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings.
- Remote-first company
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbudgetingretirement planningequity compensationinvestmentsdebt managementcash flow planningdigital currenciesestate planninginsurance
Soft skills
client engagementcommunicationmultitaskingprioritizationteam collaborationeducational passion
Certifications
CERTIFIED FINANCIAL PLANNER®