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LearnLux

Wealth Advisor

RemoteUnited Arab Emirates only
Published
Role
Finance
Experience
Mid
Employment
Full-time
Salary not disclosed
Check eligibility

Open to AE only. Set where you work from to check your eligibility.

No BS summary

Wealth Advisor with a personal financial planning designation (CFP or similar), at least 3 years of one-on-one client guidance across retirement, equity comp, budgeting, debt, estate, and insurance. Must be fluent in Arabic and English, remote, serving employees in the UAE and MENA region.

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.

Benefits

  • Fully remote role
  • Opportunity to work with a leading provider of workplace financial wellbeing
  • Collaborative and inclusive work environment
  • Opportunity to contribute to a growing, venture-backed company

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