Financial Planner - Middle East
About The Position
LearnLux is looking for financial professionals with designations, certifications, or diplomas in personal financial planning located in and able to support financial planning across countries in the Middle East (i.e. Saudi Arabia, Egypt, Iraq, etc.) to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in the Middle East 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 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 Middle East region
- Experience using zoom or other video platforms to conduct 1-1 financial planning
- Experience creating presentations and presenting to large audiences
- Experience supporting financial wellness in other countries in your region
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 the Middle East region
- 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
