LearnLux is seeking a Financial Planner based in Bulgaria to provide holistic financial guidance to employees through a digital platform and one-on-one sessions. This contractor role involves advising on financial topics relevant to Bulgaria and the Balkan region while contributing to product improvements and employer engagement initiatives.
What You'll Do
- 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 Bulgaria and the Balkan region
- 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 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
What We're Looking For
- An active Certified Financial Planner (CFP), European Financial Advisor (EFA), or similar designation
- Fluent English and Bulgarian skills, both 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 in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to Have
- Experience providing financial planning guidance in the surrounding Balkan countries
- Startup and/or Fintech experience
- Experience creating presentations and presenting to large audiences
Team & Environment
- Reporting to the Global Director of Financial Planning
Work Mode
- 100% remote within Bulgaria
LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.
