Financial Planner, Vietnam at LearnLux

📋 Description

• Meet clients remotely to guide budgeting, retirement readiness, and equity compensation
• Adapt LearnLux methodology to Vietnam financial topics
• Participate in regular team meetings to improve the LearnLux digital experience
• Become an expert on client benefit plans to support open enrollment
• Collaborate with content team to outline, review, and approve digital lessons
• Lead engagement campaigns for employer partners like webinars

🎯 Requirements

• An active CFP or CFA designation
• Fluent English and Vietnamese (written and spoken)
• Passion for educating individuals to take control of their finances
• Ability to multitask and coordinate with multiple teams
• Experience in retirement, equity compensation, budgeting, investments, and planning