Financial Advisor, Mexico

LearnLux

Mexico, Mexico
On-site
Holistic financial guidance
Client-first approach
Remote client engagement
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals

Job Summary

  • LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.
  • Leveraging the LearnLux digital experience you will work directly with employees based in Mexico to provide them with unbiased, holistic financial guidance.
  • LearnLux is committed to an inclusive workplace and welcomes applications from all individuals.

Matching Summary

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.

Skills & Requirements

Must-have

  • Holistic financial guidance
  • Client-first approach
  • Remote client engagement
  • Adapt LearnLux methodology to Mexico
  • Educating individuals on financial future

Nice-to-have

  • Startup experience
  • Fintech experience
  • Presentation skills
  • Experience with large audiences

Key Requirements

  • Active AMIB Certification or CFA
  • Fluent English and Spanish
  • Ability to perform multiple tasks concurrently
  • Experience in multiple areas of personal finance

Work Rights

Not specified

Tailored Resume

Cover Letter