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budgeting cfp retirement planning estate planning equity compensation📋 Description
- Meet clients remotely via video, chat, and email to provide guidance
- Advise on LearnLux methods for Bulgaria and the Balkan region
- Join regular team meetings to improve the digital experience
- Become an expert on client benefit plans for open enrollment
- Collaborate with content team to outline, review, and approve lessons
- Lead employer engagement campaigns like webinars and on-site events
🎯 Requirements
- An active CFP, European Financial Advisor, or similar designation
- Fluent English and Bulgarian skills, both written and spoken
- Passion for helping individuals take control of their financial future
- Ability to multitask, prioritize, and take direction from multiple team members
- Experience in retirement, equity compensation, investments, budgeting, estate planning, and insurance
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