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Jobs(38,923)/Financial Advisor Role(44)/LearnLux (10) - Financial Planner, Thailand
LearnLux

LearnLux - Financial Planner, Thailand

Remote - Thailand+ Equity1mo ago
RemoteAPACInsuranceFintechFinancial AdvisorFinancial AnalystSecurity AnalystThaiCFPContent Creation

Requirements

• An active Certified Financial Planner (CFP), Investment Consultant (IC) Licensure, or Certified Investment and Securities Analyst (CISA) • Fluent English and Thai - 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 • Fluent in other languages is nice to have • Startup and/or Fintech experience • Experience creating presentations and presenting to large audiences • Closing • 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. We’re excited to speak with you about joining our team!

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 Thailand • 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

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