Wealth Advisor, Germany

About LearnLux

LearnLux is the leading global 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. Today, we're proud to serve some of the largest companies in the world.

We’re building LearnLux with intention. We move quickly, hold ourselves to 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 a Series B 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 Financial Advisor located in Germany to join our team on a contractor basis. Leveraging the LearnLux digital experience, you'll work directly with employees based in Germany to provide unbiased, holistic financial guidance, with a strong focus on high-net-worth clients navigating complex wealth. Your extensive financial experience and client-first approach will help these clients protect, grow, and plan around significant assets, while still serving the full range of employees we support across income levels.

This is a fully remote role reporting to our Global Planning Manager.

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 high-net-worth (HNW) clients on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer planning
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Germany
• 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 benefits enrollment
• Work 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 financial planning/advisory designation
• Fluent English and German, written and spoken
• Demonstrated experience advising high net worth clients, including on concentrated equity positions and complex financial situations
• 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, estate planning, insurance, and more

Nice to haves

• Fluency in other European languages
• Prior experience serving high net worth at a private bank, family office, or wealth management firm
• Startup and/or Fintech experience
• Experience creating presentations and presenting to large audiences

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or historically marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

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. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!