Financial Advisor

🔥 5 minutes ago

🇮🇪 Ireland – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 22%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• Meet and engage with clients remotely over video, chat, and email to provide guidance on budgeting, retirement readiness, equity compensation, and related topics • Advise high net worth clients on concentrated stock positions, cross-border tax exposure, and wealth transfer planning • Adapt the LearnLux methodology to financial planning topics relevant in Ireland • Participate in regular team meetings and contribute subject matter expertise to improve the LearnLux digital experience • Become an expert on client benefit plans and support benefit enrollment • Work with the content team to create outlines, review lessons, and approve content for the LearnLux digital platform • Lead engagement campaigns for employer partners, including digital webinars and occasional on-site events

🎯 Requirements

• An active financial planning/advisory designation such as the CFP or CFA • Fluent English, written and spoken • Demonstrated experience advising high net worth clients, including on concentrated equity positions and complex financial situations • Experience in multiple areas of personal finance including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, estate planning, and risk management • Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members • Must be located in Ireland • Irish fluency is nice to have • Prior experience serving high net worth clients at a wealth management firm is nice to have • Startup and/or Fintech experience is nice to have • Experience creating presentations and presenting to large audiences is nice to have

🏖️ Benefits

• Fully remote work arrangement • Contractor basis • Access to LearnLux’s digital financial wellbeing experience • Opportunity to work with a global team and major employer partners • Inclusive workplace and diversity-focused environment

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