Certified Financial Planner: Luxembourg
Company:LearnLux
Location:Luxembourg
Languages:English
Seniority level:Middle
Skills:
Financial ManagementAccountingFinancial analysisBudgeting
Requirements:
CFP (via FPSB Europe), EFA, CFA, or a finance-related diploma. Fluent English - written and spoken. Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more.
Responsibilities:
Meet and engage with clients remotely to provide financial guidance. Advise on and adapt the LearnLux methodology to financial planning topics relevant in Luxembourg. Become an expert on client benefit plans during open enrollment. Work with the content team to create and review content for the digital platform. Lead engagement campaigns for employer partners, including webinars and events.
