Malaysia Licensed Financial Planner

LearnLux; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a Financial Planner to provide remote financial guidance, focusing on budgeting and retirement readiness. Candidates should be a CERTIFIED FINANCIAL PLANNER or hold equivalent qualifications. Fluency in English is essential, along with experience in personal finance topics. The role involves adapting financial strategies to the Malaysian context and collaborating with content teams.

Qualifications

• Must be a CERTIFIED FINANCIAL PLANNER or have equivalent designation.
• Fluency in English is required.
• Experience in personal finance topics like retirement and budgeting.

Responsibilities

• Engage with clients remotely on financial topics.
• Adapt planning methodologies for the Malaysian context.
• Collaborate with the content team on educational materials.

Skills

Fluent in English

Personal finance knowledge

Client engagement

Adaptability

Education

CERTIFIED FINANCIAL PLANNER or equivalent

Job description

A company is looking for a Financial Planner located in Malaysia to provide holistic financial guidance to employees.

Key Responsibilities

• Engage with clients remotely to provide guidance on financial topics such as budgeting and retirement readiness
• Adapt the financial planning methodology to address relevant topics in Malaysia
• Collaborate with the content team to review and approve educational materials for the digital platform

Required Qualifications

• CERTIFIED FINANCIAL PLANNER or equivalent designation, certification, degree, or work experience
• Fluent in English, both written and spoken
• Passion for educating individuals about financial management
• Experience in various areas of personal finance, including retirement and budgeting
• Ability to manage multiple tasks and prioritize effectively