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Key Responsibilities:
- Meet with clients remotely to give unbiased, holistic financial guidance on topics like budgeting, retirement readiness, and equity compensation.
- Adapt the LearnLux methodology to local financial planning topics and participate in team meetings to enhance the digital platform.
Qualifications:
- Must have an active CFP, IC Licensure, or CISA certification and be fluent in both English and Thai, written and spoken.
- Passion for educating individuals on financial future and ability to manage multiple tasks, prioritize work, and take direction from multiple team members.
Experience:
- Experience in multiple areas of personal finance, including retirement, investments, budgeting, debt management, and insurance.
- Nice to haves include fluency in other languages, startup or Fintech experience, and experience creating and presenting to large audiences.
LearnLux
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. We are a venture-backed, growth-focused company that has raised over $35M, building with intention, moving quickly, and valuing ownership.