Bulgaria Licensed Personal Finance Coach

Job Summary

To expand personal finance offerings in Bulgaria, the part-time Bulgaria Licensed Personal Finance Coach will develop localized content, innovate products and services, and provide financial education through workshops and one-on-one meetings, all while working remotely with occasional domestic travel.

Key responsibilities

• Develop and localize content to meet the needs of the Bulgarian market
• Innovate and create new financial products and services leveraging technology
• Facilitate workshops and provide one-on-one financial guidance to improve clients' financial habits

Required qualifications

• Minimum of 10 years industry experience with a Certified Financial Planner (CFP) or European Financial Planner (EFP) certification
• Thorough knowledge of financial planning topics relevant to Bulgaria, including money management and retirement
• Fluency in English and Bulgarian
• Experience in public speaking and delivering financial education
• Ability to leverage technology for effective information delivery