Remote Nordic Financial Advisor for High-Net-Worth Clients

Learnlux; Norway; Remote; NOK 1,000,000 - 1,800,000; Full time

Job summary

LearnLux is seeking a Financial Advisor located in Norway to join our team on a contractor basis. Leveraging the LearnLux digital experience, you'll work with employees across the Nordic region (Norway, Sweden, Finland, and Denmark), focusing on high-net-worth clients navigating complex wealth.

This remote role reports to our Global Planning Manager. You should have fluent English and Norwegian, demonstrated experience advising high net worth clients, and the ability to manage multiple

Qualifications

• Fluent English and Norwegian, written and spoken.
• Experience advising high net worth clients with complex financial needs.
• Passion for educating individuals to manage their finances.
• Ability to multitask and take direction from multiple team members.
• Experience across retirement, equity compensation, investments, budgeting, debt and estate planning.

Responsibilities

• Meet and engage with clients remotely to guide budgeting, retirement readiness, equity compensation, and more.
• Advise high net worth clients on concentrated stock, cross-border tax exposure, and wealth transfer planning.
• Adapt LearnLux methodology to Nordic region topics including Norway, Sweden, Finland, and Denmark.
• Participate in team meetings to improve the LearnLux digital experience.
• Become an expert on client benefit plans and act as an extension of their team during enrollments.
• Collaborate with content team to review and approve platform content.
• Lead engagement campaigns for employer partners via webinars and on-site events.

Skills

Client advisory

Financial planning

Multitasking

Communication

Nordic market experience

Job description

LearnLux is seeking a Financial Advisor located in Norway to join our team on a contractor basis. Leveraging the LearnLux digital experience, you'll work with employees across the Nordic region (Norway, Sweden, Finland, and Denmark), focusing on high-net-worth clients navigating complex wealth.

This remote role reports to our Global Planning Manager. You should have fluent English and Norwegian, demonstrated experience advising high net worth clients, and the ability to manage multiple