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 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
Requirements
- 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
Additional Information
- Language requirements: Fluent English and Bulgarian skills, both written and spoken
