Personal Finance Coach – Spain

Financial Finesse; España; À distance; EUR 13 000 - 20 000; Temps partiel

Avantages offerts par ce poste

Flexible in-country location

Remote work

Résumé du poste

Financial Finesse is expanding its personal finance coaching to Spain. The coach will localize content, contribute to product development, and deliver workshops across multiple formats to empower individuals with unbiased information and practical guidance.

Applicants should hold CFP or EFP certification and have at least 10 years in financial planning, with fluency in English and Spanish. This remote-friendly, part-time role offers 20 hours per month with room to grow.

Qualifications

• Thorough knowledge of financial planning in Spain
• CFP or EFP certification required
• Fluent in English and Spanish
• Coaching approach with active listening and empathy
• Strong communication and public speaking skills
• Entrepreneurial, adaptable and detail-oriented
• Experience delivering content and workshops
• Willingness to work in a dynamic, fast-moving environment

Responsabilités

• Localized content development for Spain market
• Product development and innovation for services and curriculum
• Research and content contribution on trends in personal finance
• Facilitate workshops, webcasts, and one-on-one coaching sessions
• Lead or contribute to building the Spain team and business

Connaissances

Financial coaching

Active listening

Public speaking

Content development

Tech-enabled delivery

Bilingual English/Spanish

Formation

CFP / EFP certification

10+ years industry experience

Description du poste

Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness and proven employer ROI. Our employer clients include some of the worlds largest multinational companies across a variety of industries. We are passionate about our mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to expand our impact.

We are looking for exceptionally talented and experienced personal finance coaches to grow our global team and services. Our programs are delivered through a wide variety of mediums, such as in-person, online, over the phone, and in group settings. Our coaches provide people with completely unbiased information and guidance, so individuals can make independent and informed decisions about their financial life and sustain important behavioral change.

RESPONSIBILITIES:

In collaboration with our US team, the Personal Finance Coach will be responsible for expanding our personal finance offering for Spain, which includes:

• Localized content development - review existing content, determine changes needed to apply to local market, create additional content based on gaps identified in personal finance topics
• Product development and innovation - develop new products, services, curriculum, and leverage technology to continually innovate existing products and services
• Research and content contribution - analyze data and experiences to write or edit articles and develop research on trends in personal finance
• Financial education and guidance - facilitate workshops, webcasts, and one on one meetings to help individuals improve their financial habits and behaviors
• Strategic contributions and leadership - leverage personal passions and talents to lead or contribute to build our team and business in Spain

REQUIRED BACKGROUND AND COMPETENCIES:

• Thorough knowledge of all aspects of financial planning for Spain's population including money management, debt, investing, retirement, taxes, and estate planning
• 10 years min. industry experience and Certified Financial Planner (CFP) via FPSB Spain, or EFPA Spain's European Financial Planner (EFP) certification
• Fluent in English and Spanish
• Ability and interest in leveraging technology to deliver information in a clear and usable format
• Coaching approach employing active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs
• Excellent written and verbal communication skills including public speaking experience
• Initiative, dedication, flexibility, and desire to work in a fast-changing entrepreneurial environment
• Attention to detail, especially crucial in developing high quality content

LOCATION AND TIME COMMITMENT

• Spain - Flexible in-country location, remote work. Occasional domestic travel to deliver workshops and onsite sessions
• Part-time contract basis with expected 20 hours per month and potential to extend and increase hours as needs evolve