Nordic CFP: Remote Financial Planning Advisor

LearnLux; Sweden; On-site; SEK 861,776 - 1,292,664; Part time

Benefits offered by this job

Remote work

Job summary

LearnLux is seeking a Certified Financial Planner located in Sweden to join our team on a contractor basis. You will work remotely with employees in Sweden and the Nordic region, delivering unbiased, holistic financial guidance.

You’ll leverage the LearnLux digital experience to support retirement readiness, equity compensation, budgeting, and more. This remote role is designed for a candidate with extensive financial planning experience, fluent English and Swedish, and the ability to

Qualifications

• Fluent English and Swedish - written and spoken.
• Passion for educating individuals to take control and invest in their financial future.
• 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.

Responsibilities

• Meet and engage with clients remotely over video, chat and email to give guidance on budgeting and retirement readiness.
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in the Nordic Region (including Sweden, Norway, Finland, and Denmark).
• 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 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.

Skills

Fluent English

Swedish language

Multitasking

Personal finance

Job description

LearnLux is seeking a Certified Financial Planner located in Sweden to join our team on a contractor basis. You will work remotely with employees in Sweden and the Nordic region, delivering unbiased, holistic financial guidance.

You’ll leverage the LearnLux digital experience to support retirement readiness, equity compensation, budgeting, and more. This remote role is designed for a candidate with extensive financial planning experience, fluent English and Swedish, and the ability to