Financial Planner
LearnLux Financial Wellbeing
contract
Posted on:
Location Type: Remote
Location: Remote • 🇦🇹 Austria
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Meet and engage with clients remotely over video, chat and email
- Advise on and adapt the LearnLux methodology to financial planning topics relevant in Austria
- Participate in regular team meetings to improve the LearnLux digital experience
- Become an expert on client’s benefit plans during open enrollment
- Work with content team to create outlines and approve content for LearnLux digital platform
- Lead engagement campaigns for employer partners like webinars and 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
- Ability to perform several tasks concurrently and prioritize work
- Experience in multiple areas of personal Finance: retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance, etc.
Benefits
- LearnLux is the leading workplace financial wellbeing provider
- remote-first company
- one-on-one guidance from financial advising professionals
- financial planning to guide through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, etc.
- inclusion workplace
- committed to diversity and inclusion
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningretirement planningequity compensationinvestment strategiesbudgetingdebt managementcash flow planningdigital currenciesestate planninginsurance planning
Soft skills
client engagementcommunicationmultitaskingprioritizationeducational skillsteam collaborationadaptabilityleadershipcampaign managementcontent approval
Certifications
CERTIFIED FINANCIAL PLANNER®