LearnLux Financial Wellbeing
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.
Wealth Management Advisor
Job not on LinkedIn
🔥 0 minutes ago
🗣️🇸🇦 Arabic Required
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LearnLux Financial Wellbeing
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 members remotely via video, chat, and email to guide them on budgeting, retirement readiness, equity compensation, and related topics • Adapt the LearnLux Global Planning methodology to serve members in the MENA region • Participate in regular team meetings and contribute subject matter expertise to improve financial guidance • Develop a deep understanding of member benefit plans and act as a trusted extension of HR or benefits teams during open enrollment • Collaborate with the content team to create outlines, review financial lessons, and approve digital-platform content • Lead employer-partner engagement initiatives, including digital webinars and occasional on-site events
🎯 Requirements
• Designation, certification, or diploma in personal financial planning or a relevant field • At least three years of experience providing one-on-one guidance across multiple personal finance areas, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance • Fluency in Arabic and English, written and spoken, required • Passion for financial education and empowering individuals to make informed financial decisions • Ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team • Advanced knowledge of regional financial systems and regulations in the MENA region preferred • Experience working in a remote or distributed team environment preferred • Comfort working across multiple digital applications and platforms preferred • Experience developing and delivering presentations to large audiences preferred
🏖️ Benefits
• Fully remote role • Inclusive workplace and commitment to diversity and inclusion
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