Poland Licensed Personal Finance Coach

Job Summary

To expand personal finance offerings in Poland, the part-time contract Personal Finance Coach will develop localized content, innovate products and services, and facilitate financial education workshops, working remotely with occasional domestic travel.

Key responsibilities

• Develop and localize content for the Polish market, identifying gaps in personal finance topics
• Innovate and create new products and services while leveraging technology for delivery
• Facilitate workshops and one-on-one meetings to improve individuals' financial habits and behaviors

Required qualifications

• Minimum of 10 years industry experience with CFP certification or EFPA EFP accreditation
• Thorough knowledge of financial planning aspects relevant to Poland's population
• Fluency in English and Polish
• Experience in leveraging technology for effective information delivery
• Strong public speaking and communication skills