Financial Advisor, Israel

LearnLuxRemote · Posted 1 month ago

Full-timeRemote

Description

About LearnLux

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.

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.

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.

About the Role

LearnLux is looking for a Certified Financial Planner located in Israel to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Israel to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within Israel and reports to our Global Director of Financial Planning.

Key Responsibilities

Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
Advise on and adapt the LearnLux methodology to financial planning topics relevant in Israel
Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

You Should Have

An active Certified Financial Planner (CFP), Chartered Financial Advisor (CFA), or similar financial planning/advisory designations or licesnses
Fluent English and Hebrew - written and spoken
Passion for educating individuals to take control and invest in their financial future
Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more

Nice to haves

Fluency in other languages such as Arabic is nice to have
Startup and/or Fintech experience
Experience creating presentations and presenting to large audiences

Closing

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.

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. We’re excited to speak with you about joining our team!