Mexico Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor located in Mexico to provide unbiased financial guidance to employees.

Key Responsibilities

• Engage with clients remotely to provide guidance on budgeting, retirement readiness, and equity compensation
• Adapt the LearnLux methodology to financial planning topics relevant in Mexico
• Collaborate with the content team to create and review educational materials for the digital platform

Required Qualifications

• AMIB certifications (Advisor A, B), CFA, or finance degrees
• Fluent in English, both written and spoken
• Experience in various areas of personal finance, including retirement and budgeting
• Ability to manage multiple tasks and take direction from various team members
• Passion for educating individuals about their financial futures