Job Description
About the Role
LearnLux is looking for a Financial Advisor located in Mexico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Mexico to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.
This role is 100% remote within Mexico and reports to our Global Director of Financial Planning.
Key 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 Mexico.
- Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
- Beco...
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