Skip to main content
LearnLux

Wealth Management Advisor, Finland

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

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

No BS summary

Certified Financial Planner (CFP/CFA) based in Finland, fully remote, advising employees across the Nordic region. Must be fluent in English and Finnish with broad personal finance experience. Contractor engagement.

Required languages

English FluentFinnish Fluent

Optional languages

Danish FluentNorwegian FluentSwedish Fluent

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 the Nordic Region (including Finland, Norway, Sweden, and Denmark)
  • 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 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 they require

  • An active Certified Financial Planner (CFP), Chartered Financial Advisor (CFA) or similar financial planning/advisory designation
  • Fluent English and Finnish - 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
  • Preferred: Fluency in other languages such as Danish, Norwegian, and Swedish are nice to have
  • Preferred: Startup and/or Fintech experience
  • Preferred: Experience creating presentations and presenting to large audiences

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