Mexico Licensed Financial Professional

Job Summary

To support a growing network, the part-time contract Mexico Licensed Financial Professional will conduct one-on-one educational sessions on personal finance topics and collaborate on content development and product expansion remotely.

Key responsibilities

• Conduct personalized financial education sessions for employees at partner companies
• Contribute to the development of financial content and programming
• Collaborate with leadership to create frameworks for business expansion

Required qualifications

• Active professional designations such as CFP, CPA, AMIB, or comparable Mexico-specific designations
• Minimum of 4 years of experience in financial planning, managed accounts, or investment advisory
• Fluency in Spanish and English, with strong communication skills