About the RoleLearnLux is looking for a Financial Advisor located in Mexico to join our team on a contractor basis.
Leveraging the LearnLux digital experience you will work directly with employees based in Mexico 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 Mexico and reports to our Global Director of Financial Planning.Key ResponsibilitiesMeet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and moreAdvise on and adapt the LearnLux methodology to financial planning topics relevant in Mexico.Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experienceBecome an expert on our client's benefit plans so you can act as an extension of their...