Financial Advisor, Mexico

LearnLux • International Falls, MN

12d • Remote

About The Position

LearnLux is looking for a Financial Advisor located in Mexico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Mexico to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.
This role is 100% remote within Mexico and reports to our Global Director of Financial Planning.

Requirements

• An active Asociación Mexicana de Instituciones Bursátiles (AMIB) Certification or Chartered Financial Advisor (CFA) is required
• Fluent English and Spanish - 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

Nice To Haves

• Startup and/or Fintech experience
• Experience creating presentations and presenting to large audiences

Responsibilities

• 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 Mexico.
• 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 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

What This Job Offers

• Education Level: No Education Listed
• Number of Employees: 1-10 employees