Financial Advisor
New
L
LearnLuxFintech
Located in VietnamContractMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Languages
- Fluent English and Vietnamese - written and spoken
- Required Skills
- Budgeting
Requirements
- Active Certified Financial Planner (CFP) or Chartered Financial Advisor (CFA) designation
- Fluent English and Vietnamese (written and spoken)
- Experience in personal finance including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance
- Ability to perform several tasks concurrently and prioritize work
- Passion for educating individuals on financial investment and planning
- Ability to take direction from multiple team members
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 Vietnam
- 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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