Remote Financial Advisor (Mexico) - Holistic Planning

LearnLux

Full-time Remote, estado de méxico Auditoría, impuestos y contabilidad

Posted:

June 03, 2026

Location:

Remote, estado de méxico, Mexico

Job Description

                    A financial advisory firm is seeking a remote Financial Advisor based in Mexico. The role involves engaging with clients to provide financial guidance across various topics such as budgeting and retirement. Candidates should have an AMIB Certification or CFA, fluent English and Spanish, and experience in personal finance. This position encourages applications from diverse backgrounds, fostering an inclusive workplace.
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Job Overview

Job Type: Full-time

Location: Remote, Mexico

Posted: June 03, 2026

Deadline: July 13, 2026