Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, student loans, retirement readiness, equity compensation, debt management and more
Advise on the LearnLux methodology to improve and respond to the changing financial environment
Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
Give guidance on budgeting, retirement readiness, equity compensation, and more.
Adapt the LearnLux methodology to financial planning topics relevant in Bulgaria and the Balkan region.
Improve the LearnLux digital experience and become an expert on benefit plans.
LearnLux provides workplace financial wellbeing, blending digital planning with guidance from Certified Financial Planner professionals. They've raised over $35M and are supported by experienced investors and long-term partners, building for scale and valuing people who take ownership of their work.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Conduct presentations to improve awareness of plan features and grow plan assets.
Actively participate in benefit fairs and new employee orientations.
Assist with targeted education campaigns to increase participation and deferral rates.
Corebridge Financial partners with financial professionals and institutions to make it possible for more people to take action in their financial lives. It is one of the largest providers of retirement solutions and insurance products in the United States.
Learn products in assigned specialty area and understand regulations.
Explain product options for routine inquiries and recommend products.
Identify multi-product needs and connect customers to specialists.
Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.
Help individuals, families, or business owners with their financial goals.
Create financial roadmaps through our financial solutions, products and services.
Provide guidance on retirement planning, wealth accumulation, and investments.
Traction Forge Financial prioritizes families' financial needs in decision-making. The company educates people from all backgrounds about finances and partners with top Fortune 500 companies to offer complimentary financial plans.