Certified Personal Finance Coach

Job Summary

To expand personal finance offerings in France, the part-time Certified Personal Finance Coach will develop localized content, innovate products and services, and facilitate financial education workshops remotely while collaborating with the US team.

Key responsibilities

• Develop and localize personal finance content for the French market
• Innovate and create new products and services based on market needs
• Facilitate workshops and meetings to guide individuals in improving their financial habits

Required qualifications

• Minimum of 10 years of industry experience, with a preference for Certified Financial Planner (CFP) accreditation
• Thorough knowledge of financial planning aspects relevant to France
• Fluency in English and French
• Experience in leveraging technology for effective information delivery
• Strong initiative and flexibility to adapt in a fast-changing environment