[Hiring] Wealth Advisor @LearnLux

Role Description

LearnLux is looking for a Wealth Advisor located in Sweden to join our team on a contractor basis. Leveraging the LearnLux digital experience, you'll work directly with employees across the Nordic region (Norway, Sweden, Finland, and Denmark), with a strong focus on high-net-worth (HNW) clients navigating complex wealth. Your extensive financial experience and client-first approach will help these clients protect, grow, and plan around significant assets, while still serving the full range of employees we support across income levels.

This is a fully remote role reporting to our Global Planning Manager.

Key Responsibilities

• Meet and engage with clients remotely over video, chat, and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more.
• Advise high net worth (HNW) clients on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer planning.
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in the Nordic Region (including Norway, Sweden, Finland, and Denmark).
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience.
• Become an expert on our client's benefit plans so you can act as an extension of their team during benefit enrollment.
• Work with our content team to create outlines, review lessons, and approve content created for the LearnLux digital platform.
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events.

Qualifications

• An active financial planning/advisory designation.
• Fluent English and Swedish, written and spoken.
• Demonstrated experience advising high net worth clients, including on concentrated equity positions and complex financial situations.
• Passion for educating individuals to take control and invest in their financial future.
• Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members.
• Experience in multiple areas of personal finance including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, estate planning, and risk management.

Nice to haves

• Fluency in other Nordic languages such as Danish, Norwegian, or Finnish.
• Prior experience serving high net worth clients at a wealth management firm.
• Startup and/or Fintech experience.
• Experience creating presentations and presenting to large audiences.

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or historically marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!