Financial Planner, Greece

LearnLux

Greece
Fully remote within greece
Active certified financial planner cfa or efa certification
Fluent english and greek language skills
Experience in personal finance areas like retirement and equity
LearnLux is seeking a Certified Financial Planner based in Greece to provide holistic financial guidance to employees. The role is contract-based and emphasizes a client-first approach, leveraging LearnLux’s digital platform to enhance financial wellbeing

Job Summary

  • LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with one-on-one guidance from certified professionals.
  • The role involves advising employees on critical financial decisions including budgeting, benefits elections, equity compensation, and retirement planning.
  • This is a 100% remote contractor position within Greece reporting to the Global Director of Financial Planning.

Matching Summary

Match Score: 85

LearnLux is seeking a Certified Financial Planner based in Greece to provide holistic financial guidance to employees. The role is contract-based and emphasizes a client-first approach, leveraging LearnLux’s digital platform to enhance financial wellbeing.

Skills & Requirements

Must-have

  • Active Certified Financial Planner CFA or EFA certification
  • Fluent English and Greek language skills
  • Experience in personal finance areas like retirement and equity
  • Ability to manage multiple concurrent tasks effectively

Nice-to-have

  • Startup or Fintech industry experience
  • Experience creating presentations for large audiences
  • Fluency in additional languages beyond English and Greek

Key Requirements

  • Active CFP, CFA, or EFA certification required
  • Must be fluent in both English and Greek
  • Location must be within Greece

Work Rights

Must be located in Greece

Tailored Resume

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