France Licensed Financial Professional

Job Summary

To support a growing financial wellness initiative, the part-time contractor France Licensed Financial Professional will conduct one-on-one sessions with employees, contribute to content development, and collaborate with leadership to shape the company's strategy remotely.

Key responsibilities

• Conduct one-on-one education sessions on personal finance topics for employees at partner companies
• Contribute to the development of content, programming, and financial products
• Collaborate with leadership to create frameworks for expansion in the French market

Required qualifications

• One or more active professional designations, such as CFP, CGPC Certification, or European Financial Advisor (EQF 4, EQF 5, or EQF 6)
• Must be in good standing with the Autorit des March s Financiers (AMF)
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Fluency in both French and English, with outstanding verbal and written communication skills