Spain Licensed Personal Finance Coach

Job Summary

To support the expansion of personal finance offerings in Spain, the part-time Spain Licensed 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 financial content for the Spanish market while identifying gaps in existing materials
• Innovate and create new products and services, leveraging technology for enhanced delivery
• Facilitate workshops and one-on-one meetings to educate individuals on improving their financial habits

Required qualifications

• Minimum of 10 years of industry experience with a Certified Financial Planner (CFP) or European Financial Planner (EFP) certification
• Thorough knowledge of financial planning aspects relevant to Spain, including money management and investing
• Fluency in English and Spanish
• Experience in utilizing technology to present financial information effectively
• Strong initiative and flexibility to thrive in a fast-paced, entrepreneurial environment