Financial Planner, Japan

The role

You will provide unbiased, holistic financial guidance to employees based in Japan using the LearnLux digital experience. You will advise on financial topics and adapt the LearnLux methodology to be relevant in Japan.

What you will do

• Meet and engage with clients remotely over video, chat and email
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Japan
• Participate in regular team meetings to improve the LearnLux digital experience
• Become an expert on client benefit plans to act as an extension of their team during open enrollment
• Work with the content team to create outlines, review lessons and approve content
• Lead engagement campaigns for employer partners like digital webinars and occasional on-site events

Required qualifications

• CFP, AFP, CMA or equivalent personal financial advisor designation
• Fluent English and Japanese - written and spoken
• Ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more

Nice to have

• Startup and/or Fintech experience
• Experience creating presentations and presenting to large audiences

About the company

LearnLux is a provider of workplace financial wellbeing that blends fiduciary digital planning with one-on-one guidance from Certified Financial Planner professionals. It is a venture-backed company that has raised over $35M to date.