Switzerland Licensed Personal Finance Coach

Job Summary

To support the expansion of personal finance offerings in Switzerland, a part-time contract Personal Finance Coach will develop localized content, facilitate educational workshops, and contribute to product innovation while working remotely with occasional domestic travel.

Key responsibilities

• Develop and localize content for the Swiss market, identifying gaps and creating additional resources
• Facilitate workshops, webcasts, and one-on-one meetings to enhance individuals' financial habits
• Analyze data and trends to contribute to research and content development in personal finance

Required qualifications

• Thorough knowledge of financial planning specific to Switzerland, including money management and retirement
• A minimum of 10 years of industry experience and Certified Financial Planner (CFP) certification preferred
• Fluency in English and either French or German
• Experience in leveraging technology for effective information delivery
• Strong initiative and flexibility to thrive in a fast-paced entrepreneurial environment