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LearnLux

Financial Advisor, Egypt

RemoteNot specified
Published
Role
Finance
Experience
Mid
Salary not disclosed
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No BS summary

Ищем финансового консультанта с сертификацией (CFP или аналогичной) и минимум 3 годами опыта индивидуальных консультаций по личным финансам. Обязательно свободное владение арабским и английским. Полная удалённая работа, обслуживание сотрудников в Египте и регионе MENA.

Core skills

Financial PlanningCFP

Required skills

BudgetingRetirement PlanningEquity CompensationDebt ManagementEstate PlanningInsurance

Optional skills

Advanced knowledge of regional financial systems and regulations in the MENA regionExperience working in a remote or distributed team environmentComfort working across multiple digital applications and platformsExperience developing and delivering presentations to large audiences

Required languages

Arabic fluentEnglish fluent

What you'll do

  • Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more
  • Adapt the LearnLux Global Planning methodology to best serve members in the MENA region
  • Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members
  • Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods
  • Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform
  • Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events

What they require

  • A designation, certification, or diploma in personal financial planning or a relevant field
  • At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance
  • Fluency in Arabic and English, both written and spoken, are required
  • A genuine passion for financial education and empowering individuals to make informed financial decisions
  • The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team

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.

🇺🇸 United StatesFinancial ServicesStartup
Salary not disclosed