Financial Planner
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Job Description
Financial Planner providing remote financial guidance to employees located in Egypt. Advise clients on personal financial planning topics and participate in engagement initiatives.
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 improve the LearnLux digital experience
- Become an expert on our client’s benefit plans during open enrollment
- Work with our content team to create outlines and approve content for the LearnLux digital platform
- Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
Requirements:
- A designation, certification, or diploma in personal financial planning
- Fluent Arabic - written and spoken
- Fluent English - written and spoken
- Ability to perform several tasks concurrently and prioritize work
- 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
Benefits:
- LearnLux is committed to an inclusive workplace that values diversity
- Opportunity to work with Certified Financial Planner™️ professionals
- 100% remote role
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