Financial Planner Colombia
About The Position
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. 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. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff. LearnLux is looking for a Certified Financial Planner professional located in Colombia to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Colombia 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 Colombia and reports to our Global Director of Financial Planning.
Requirements
- CFP (Certified Financial Planner), AMV certifications, or equivalent certifications/degrees/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
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 Colombia
- 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
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
51-100 employees
