About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial PlannerTM️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. About the Role LearnLux is looking for a Financial Advisor located in Mexico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Mexico to provide them with unbiased, holistic financial guidance. This role is 100% remote within Mexico and reports to our General Director of Financial Planning.



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 on and adapt the LearnLux methodology to financial planning topics relevant in Mexico. 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 open enrollment Work with 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 You Should Have An active Asociación Mexicana de Instituciones Bursátiles (AMIB) Certification or Chartered Financial Advisor (CFA) is required Fluent English and Spanish - written and spoken Passion for educati

📌 Finance Support Specialist (México)
🏢 LearnLux
📍 México