Meet clients remotely via video, chat, and email to guide budgeting and retirement
Adapt LearnLux methodology to Romania and Balkan financial planning topics
Join regular team meetings to improve LearnLux digital experience
Become expert on client benefit plans to support open enrollment
Collaborate with content team to outline and review LearnLux content
Lead engagement campaigns like webinars for employer partners

🎯 Requirements

Certified Financial Planner (CFP), European Financial Advisor (EFA), or similar
Fluent English and Romanian, both written and spoken
Passion for educating individuals to take control of their finances
Ability to multitask, prioritize, and work with multiple teams
Experience in retirement, equity compensation, investments, budgeting, & estate planning

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