Wealth Management Advisor, Monaco at LearnLux

United States

<h1>About LearnLux</h1> <p>LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.</p> <p>We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.</p> <p>We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.</p> <h1><strong>About the Role</strong></h1> <p>LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.</p> <p>In this role, you will leverage the LearnLux digital platform to work directly with employees across Monaco and the Middle East and North Africa (MENA) Region, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.</p> <p>This is a fully remote role reporting to our Global Planning Manager.</p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.</li> <li>Adapt the LearnLux Global Planning methodology to best serve members in the MENA region.</li> <li>Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members.</li> <li>Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.</li> <li>Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.</li> <li>Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.</li> </ul> <p><strong>You Should Have</strong></p> <ul> <li>A designation, certification, or diploma in personal financial planning or a relevant field.</li> <li>At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.</li> <li>Fluency in Arabic and English, both written and spoken, are required.</li> <li>A genuine passion for financial education and empowering individuals to make informed financial decisions.</li> <li>The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.</li> </ul> <p><strong>Nice to Have</strong></p> <ul> <li>Advanced knowledge of regional financial systems and regulations in the MENA region.</li> <li>Experience working in a remote or distributed team environment.</li> <li>Comfort working across multiple digital applications and platforms.</li> <li>Experience developing and delivering presentations to large audiences.</li> </ul> <h1><strong>Closing</strong></h1> <p>LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.</p> <p>We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!&nbsp;</p>