Financial Advisor, Mexico

About the Role

LearnLux 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 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 Mexico.
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Beco...