Financial Planner, Thailand

LearnLux

Thailand
Fully remote within thailand
Active certified financial planner licensure
Fluent english and thai language skills
Experience in personal finance topics
LearnLux is seeking a Certified Financial Planner based in Thailand to provide personalized financial guidance to employees through a digital platform. The role is ideal for individuals with extensive financial expertise and a passion for helping others achieve their financial goals

Job Summary

  • LearnLux is the leading provider of workplace financial wellbeing blending fiduciary digital planning with one-on-one guidance from CFP professionals.
  • This role involves advising employees on critical financial decisions including budgeting, equity compensation, and retirement readiness through remote video and chat interactions.
  • The position requires adapting the LearnLux methodology to local financial planning topics relevant in Thailand while collaborating with content teams to improve the digital platform.

Matching Summary

Match Score: 85

LearnLux is seeking a Certified Financial Planner based in Thailand to provide personalized financial guidance to employees through a digital platform. The role is ideal for individuals with extensive financial expertise and a passion for helping others achieve their financial goals.

Skills & Requirements

Must-have

  • Active Certified Financial Planner licensure
  • Fluent English and Thai language skills
  • Experience in personal finance topics
  • Ability to perform tasks concurrently

Nice-to-have

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

Key Requirements

  • Certified Financial Planner (CFP) license
  • Investment Consultant (IC) Licensure
  • Certified Investment and Securities Analyst (CISA)
  • Fluent written and spoken English and Thai

Work Rights

Must be located in Thailand

Tailored Resume

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