Personal Finance Coach – Spain

Financial Finesse, Inc.; España; Híbrido; EUR 8.928 - 13.392; Tempo parcial

Resumo da vaga

Financial Finesse is expanding its personal finance coaching offering in Spain, collaborating with the US team to adapt content for local market. The role includes product development, research contributions, and delivering workshops to individuals to improve financial habits.

The position requires CFP or EFP certification, fluency in English and Spanish, and a coaching approach in a fast-changing entrepreneurial environment.

Qualificações

• Extensive experience in financial planning for Spain
• CFP or EFPA Spain certification required
• Fluent in English and Spanish
• Strong written and verbal communication with public speaking ability

Responsabilidades

• Localize content for Spain and adapt existing materials to local market
• Develop new personal finance products, services, and curriculum for Spain
• Research trends in personal finance and contribute to content quality
• Deliver workshops, webinars, and one-on-one coaching to improve financial habits
• Lead or contribute to building the Spain team and business strategy

Conhecimentos

Bilingual English/Spanish

Public speaking

Coaching

Financial planning

Formação

CFP or EFP certification

Descrição da vaga

SUMMARY

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 world’s 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.

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