Financial Planner - United Arab Emirates
About the position
LearnLux is looking for financial professionals with designations, certifications, or diplomas in personal financial planning located in the United Arab Emirates to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in the United Arab Emirates 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 the United Arab Emirates and reports to our Global Director of Financial Planning.
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 United Arab Emirates
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
• Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
Requirements
• A designation, certification, or diploma in personal financial planning
• Fluent Arabic - written and spoken
• Fluent English - written and spoken
• Passion for educating individuals to take control and invest in their financial future
• Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Experience giving guidance in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice-to-haves
• Knowledge of regional financial systems or experience supporting individuals across the region
• Experience using zoom or other video platforms to conduct 1-1 financial planning
• Experience creating presentations and presenting to large audiences
• Experience supporting financial wellness in other countries in your region
Apply Now
Apply Now
LearnLux is looking for financial professionals with designations, certifications, or diplomas in personal financial planning located in the United Arab Emirates to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in the United Arab Emirates 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 the United Arab Emirates and reports to our Global Director of Financial Planning.
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 United Arab Emirates
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
• Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
Requirements
• A designation, certification, or diploma in personal financial planning
• Fluent Arabic - written and spoken
• Fluent English - written and spoken
• Passion for educating individuals to take control and invest in their financial future
• Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Experience giving guidance in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice-to-haves
• Knowledge of regional financial systems or experience supporting individuals across the region
• Experience using zoom or other video platforms to conduct 1-1 financial planning
• Experience creating presentations and presenting to large audiences
• Experience supporting financial wellness in other countries in your region
Apply Now
Apply Now