Financial Planner, Thailand at LearnLux

📋 Description

• Meet clients remotely via video, chat, and email to guide budgeting and retirement
• Advise on Thailand-specific financial topics using LearnLux methodology
• 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 and review platform content
• Lead engagement campaigns for employer partners like webinars and on-site events

🎯 Requirements

• Active CFP, IC licensure, or CISA
• Fluent in English and Thai, written and spoken
• Passion for educating individuals to invest in their financial future
• Ability to multitask, prioritize, and take direction from multiple team members
• Experience in retirement, equity compensation, investments, budgeting, cash flow planning