Conseiller en Investissements Financiers: France

LearnLux; France; À distance; EUR 40 000 - 60 000; Plein temps

Résumé du poste

LearnLux, un leader dans le bien-être financier au travail, recherche un Conseiller en Investissements Financiers basé en France. En tant que consultant, vous fournirez des conseils neutres et holistiques sur la finance personnelle. Ce rôle, entièrement à distance, implique d'interagir avec les employés pour les aider à atteindre leurs objectifs financiers. Les candidats doivent posséder des certifications financières reconnues et une passion pour l'éducation financière.

Qualifications

• Certification CIF et CFP nécessaires.
• Expérience variée en finance personnelle.
• Anglais courant requis.

Responsabilités

• Guider les clients sur le budget, la retraite, et la compensation en actions.
• Participer aux réunions d'équipe pour améliorer l'expérience digitale LearnLux.
• Créer et approuver du contenu pour la plateforme digitale.

Connaissances

Budgeting

Retirement

Equity Compensation

Debt Management

Cash Flow Planning

Formation

CIF (Conseiller en Investissements Financiers)

CFP (via FPSB France)

AMF certification

CGPC

Description du poste

About LearnLux

LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

About the Role

LearnLux is looking for a Conseiller en Investissements Financiers located in France to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in France to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within France and reports to our Global Director of Financial Planning.

Key Responsibilities

• 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 France
• 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 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

You Should Have

• CIF (Conseiller en Investissements Financiers), CFP (via FPSB France), AMF certification, CGPC
• Fluent English - 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

Nice to haves

• Startup and/or Fintech experience
• Experience creating presentations and presenting to large audiences

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives.

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! Please email additional info to [e-mail].