Financial Advisor

LearnLux Financial Wellbeing

. Meet and engage with clients remotely over video, chat, and email to provide guidance on budgeting, retirement readiness, equity compensation, and related topics .

Posted 11/10/2026contractRemote • IrelandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in financial planning and advisory services, particularly for high net worth clients, with a strong focus on retirement readiness, equity compensation, and wealth transfer planning. Proficient in adapting methodologies to local financial contexts and engaging clients through various digital platforms.

Highest-signal resume keywords

CFP Or CFA CertificationHigh Net Worth Client AdvisoryFinancial Planning ExpertiseClient Engagement SkillsPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningEquity CompensationWealth Transfer PlanningBudgetingDebt ManagementCash Flow PlanningEstate PlanningRisk ManagementConcentrated Stock Position AnalysisCross-Border Tax Exposure

Soft Skills

Client CommunicationPrioritizationTeam CollaborationAdaptabilityTask Management

Tools & Technologies

LearnLux Digital PlatformVideo Conferencing ToolsChat PlatformsEmail Communication

Certifications & Qualifications

CFPCFA

Industry Keywords

Wealth ManagementFintechPersonal FinanceClient Benefit PlansEngagement Campaigns

About the role

Key responsibilities & impact

Meet and engage with clients remotely over video, chat, and email to provide guidance on budgeting, retirement readiness, equity compensation, and related topics
Advise high net worth clients on concentrated stock positions, cross-border tax exposure, and wealth transfer planning
Adapt the LearnLux methodology to financial planning topics relevant in Ireland
Participate in regular team meetings and contribute subject matter expertise to improve the LearnLux digital experience
Become an expert on client benefit plans and support benefit enrollment
Work with the content team to create outlines, review lessons, and approve content for the LearnLux digital platform
Lead engagement campaigns for employer partners, including digital webinars and occasional on-site events

Requirements

What you’ll need

An active financial planning/advisory designation such as the CFP or CFA
Fluent English, written and spoken
Demonstrated experience advising high net worth clients, including on concentrated equity positions and complex financial situations
Experience in multiple areas of personal finance including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, estate planning, and risk management
Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members
Must be located in Ireland
Irish fluency is nice to have
Prior experience serving high net worth clients at a wealth management firm is nice to have
Startup and/or Fintech experience is nice to have
Experience creating presentations and presenting to large audiences is nice to have

Benefits

Comp & perks

Fully remote work arrangement
Contractor basis
Access to LearnLux’s digital financial wellbeing experience
Opportunity to work with a global team and major employer partners
Inclusive workplace and diversity-focused environment