Financial Advisor

This is a fully remote position, open to applicants in Ireland.

📋 Description

• Connect and communicate with clients remotely via video, chat, and email to offer insights on budgeting, retirement preparedness, equity compensation, and similar subjects.

• Provide guidance to high net worth individuals regarding concentrated stock holdings, cross-border tax implications, and wealth transfer strategies.

• Tailor the LearnLux methodology to financial planning topics pertinent to Ireland.

• Engage in regular team meetings and share subject matter expertise to enhance the LearnLux digital experience.

• Attain proficiency in client benefit plans and assist with benefit enrollment processes.

• Collaborate with the content team to draft outlines, review educational materials, and approve content for the LearnLux digital platform.

• Spearhead engagement initiatives for employer partners, including digital webinars and occasional in-person events.

⛳️ Requirements

• A valid financial planning or advisory certification such as CFP or CFA.

• Proficiency in English, both written and spoken.

• Proven track record of advising high net worth clients, particularly on concentrated equity positions and intricate financial matters.

• Experience across various personal finance domains, including retirement planning, equity compensation, investment strategies, budgeting, debt management, cash flow analysis, estate planning, and risk management.

• Capability to manage multiple tasks simultaneously, prioritize workload, and receive direction from several team members.

• Must reside in Ireland.

• Proficiency in Irish is a valuable asset.

• Previous experience assisting high net worth clients in a wealth management setting is a plus.

• Experience in startup and/or Fintech environments is advantageous.

• Background in creating presentations and delivering them to large audiences is a benefit.

🏝️ Benefits

• Fully remote work arrangement.

• Contractor position.

• Access to LearnLux’s digital financial wellbeing platform.

• Opportunity to collaborate with a global team and leading employer partners.

• An inclusive workplace with a focus on diversity.