Financial Planner
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Job Description
Financial Planner delivering personal financial guidance to employees in Morocco. Join LearnLux, a leader in workplace financial well-being, focusing on budgeting, benefits, and retirement planning.
Responsibilities:
- Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.
- Adapt the LearnLux Global Planning methodology to serve members in your region best.
- Participate in regular team meetings and contribute your subject-matter expertise to improve the financial guidance provided to members continuously.
- Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.
- Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.
- Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.
Requirements:
- A designation, certification, or diploma in personal financial planning or a relevant field.
- At least five years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.
- Advanced knowledge of regional financial systems and regulations.
- Fluency in Arabic and English, both written and spoken.
- A genuine passion for financial education and empowering individuals to make informed financial decisions.
- The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.
Benefits:
- LearnLux is committed to building an inclusive, diverse workplace where different perspectives are welcomed and valued.
- A designation, certification, or diploma in personal financial planning or a relevant field.
- At least five years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.
- Advanced knowledge of regional financial systems and regulations.
- Fluency in Arabic and English, both written and spoken.
- A genuine passion for financial education and empowering individuals to make informed financial decisions.
- The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.
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