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LearnLux

Wealth Advisor, Denmark

RemoteDenmark only
Published
Role
Finance
Employment
Contract
Company size
Startup
Salary not disclosed
Check eligibility

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

No BS summary

Contractor Certified Financial Planner (CFP) based in Denmark to advise Danish employees (and Nordics) remotely. Must be fluent in Danish and English and have strong personal-finance advisory experience (retirement, equity comp, budgeting, investments). Remote contractor reporting to Global Planning Manager, occasional on-site events in region.

Core skills

Financial planningEquity compensationRetirement planning

Optional skills

Startup experienceFintech experienceExperience creating presentations and presenting to large audiences

Optional languages

English FluentDanish FluentSwedish Fluent (preferred)Norwegian Fluent (preferred)Finnish Fluent (preferred)

What you'll do

  • Meet and engage with clients remotely over video, chat and email to give guidance on budgeting, retirement readiness, equity compensation, and more
  • Advise on and adapt the LearnLux methodology to financial planning topics relevant in the Nordic Region (Denmark, Norway, Finland, Sweden)
  • Participate in regular team meetings to bring subject matter expertise to improve the LearnLux digital experience
  • Become an expert on client benefit plans to act as an extension of employer teams during open enrollment
  • Work with the content team to create outlines, review lessons and approve content for the LearnLux digital platform
  • Lead engagement campaigns for employer partners such as digital webinars and occasional on-site events

What they require

  • An active Certified Financial Planner (CFP), Chartered Financial Advisor (CFA) or similar financial planning/advisory designation
  • Fluent English and Danish — written and spoken
  • Passion for educating individuals to take control of their financial future
  • Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members
  • Experience in multiple areas of personal finance including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance

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

Details

Posting languageEnglish
Salary not disclosed