Meet clients remotely via video, chat, and email for budgeting and retirement guidance.
Advise on LearnLux methodology for Poland-specific financial planning topics.
Participate in regular team meetings to improve the LearnLux digital experience.
Become expert on clients' benefit plans to support open enrollment.
Work with content team to outline, review, and approve platform content.
Lead engagement campaigns for employer partners like webinars and on-site events.

🎯 Requirements

Active CFP, CFA, or EFA designation.
Fluent English – written and spoken.
Passion for educating individuals to take control of finances.
Ability to multitask, prioritize, and take direction from multiple teams.
Experience in retirement, equity compensation, investments, budgeting, debt management.
Experience with digital currencies, estate planning, and insurance, and more.

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