Financial Planner, Brazil

LearnLux

Brazil
Remote (within brazil)
Certified financial planner or cnpi designation
Fluent english and portuguese communication
Remote work within brazil location
LearnLux is seeking a Certified Financial Planner in Brazil to provide holistic financial guidance to employees. The role emphasizes client engagement through digital platforms and requires fluency in English and Portuguese, along with a CFP or CNPI designation

Job Summary

  • LearnLux is a leading provider of workplace financial wellbeing blending digital planning with one-on-one guidance from CFP professionals.
  • The role involves advising employees on critical financial decisions including budgeting, retirement readiness, and equity compensation via video, chat, and email.
  • Candidates must adapt the LearnLux methodology to financial planning topics specifically relevant to the Brazilian market.

Matching Summary

Match Score: 85

LearnLux is seeking a Certified Financial Planner in Brazil to provide holistic financial guidance to employees. The role emphasizes client engagement through digital platforms and requires fluency in English and Portuguese, along with a CFP or CNPI designation.

Skills & Requirements

Must-have

  • Certified Financial Planner or CNPI designation
  • Fluent English and Portuguese communication
  • Remote work within Brazil location
  • Experience in personal finance topics
  • Ability to perform tasks concurrently

Nice-to-have

  • Startup or Fintech industry experience
  • Presentation skills for large audiences
  • Fluency in Spanish or other languages
  • Passion for financial education
  • Experience creating digital content outlines

Key Requirements

  • Active Certified Financial Planner (CFP) designation
  • Active Investment Analyst Certification (CNPI) designation
  • Must be located in Brazil
  • Contractor basis employment status

Work Rights

Must be located in Brazil

Tailored Resume

Cover Letter