Financial Planner - Egypt

LearnLux • International Falls, MN

6h • Remote

About The Position

LearnLux is looking for financial professionals with designations, certifications, or diplomas in personal financial planning located in Egypt to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Egypt 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 Egypt and reports to our Global Director of Financial Planning.

Requirements

• A designation, certification, or diploma in personal financial planning
• Fluent Arabic - written and spoken
• 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 giving guidance 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

• Knowledge of regional financial systems or experience supporting individuals across the region
• Experience using zoom or other video platforms to conduct 1-1 financial planning
• 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 Egypt
• 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