Meet with clients remotely via video, chat, and email to guide budgeting and retirement readiness.
Advise on and adapt LearnLux methodology to Mexico-specific financial topics.
Participate in regular team meetings to improve the LearnLux digital experience.
Become an expert on client benefit plans for open enrollment.
Collaborate with content team to outline, review, and approve LearnLux lessons.
Lead engagement campaigns for employer partners like webinars and on-site events.

🎯 Requirements

AMIB Certification or CFA required.
Fluent English and Spanish - written and spoken.
Passion for educating individuals to take control of their financial future.
Ability to multitask, prioritize, and take direction from multiple teams.
Experience in retirement, equity compensation, investments, budgeting, and cash flow planning.
Nice to have: Startup/Fintech experience.

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