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See allKey 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
You Should Have:
- A designation, certification, or diploma in personal financial planning
- Fluent Arabic - written and spoken
- Fluent English - written and spoken
Nice to haves:
- Knowledge of regional financial systems or experience supporting individuals across the region
- Experience using zoom or other video platforms to conduct 1-1 financial planning
- Experience creating presentations 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. They're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners.