Financial Planner
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Job Description
Financial Planner in the UAE providing holistic financial guidance to clients remotely. Leveraging digital experience to help clients meet their financial goals while working on a contractor basis.
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 United Arab Emirates
- 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 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
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
Benefits:
- We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners.
- We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.
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