Financial Planner Switzerland

LearnLux; United States; Remote; USD 80,000 - 120,000; Part time

Job summary

LearnLux is seeking a Certified Financial Planner to provide holistic financial guidance remotely within Switzerland. This role involves engaging with clients, advising on budgeting and retirement, and contributing to the LearnLux digital experience. The ideal candidate should hold relevant certifications and have a passion for educating individuals about their financial futures.

Qualifications

• Certified Financial Planner or equivalent required.
• Fluency in English both written and spoken is essential.
• Experience in personal finance areas including retirement, budgeting and more.

Responsibilities

• Engage with clients remotely to provide guidance on budgeting and retirement.
• Advise and adapt financial planning methodology relevant to Switzerland.
• Lead engagement campaigns for employer partners including digital webinars.

Skills

Financial Planning

Budgeting

Debt Management

Investments

Retirement Planning

Education

Certified Financial Planner

Certified International Wealth Manager

Job description

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 Certified Financial Planner or equivalent located in Switzerland to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Switzerland 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 Switzerland 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 inSwitzerland
• 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

• Certified Financial Planner, Certified Investment Advisor IAF, Financial Planner with Federal Certificate, Certified International Wealth Manager or equivalent
• 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].