financial planning consultant

Salt

<div>
 <p>
  <strong>
   🤖 Finance Transformation Consultant
  </strong>
 </p>
 <p>
  <strong>
   📍 Doha, Qatar
  </strong>
 </p>
 <p>
  <strong>
   ⏳ 6-month initial contract - with extensions
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  My client are looking for an experienced
  <strong>
   Finance Transformation Consultant
  </strong>
  to support a client in assessing the
  <strong>
   current operating model of the Finance Department
  </strong>
  and designing a
  <strong>
   future-state Target Operating Model (TOM)
  </strong>
  . The role will focus on improving finance processes, governance frameworks, reporting structures, and performance management through best-practice financial methodologies and tools.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Assess the
   <strong>
    current finance operating model
   </strong>
   , identifying gaps and improvement opportunities.
  </li>
  <li>
   Design and implement the
   <strong>
    future-state Target Operating Model (TOM)
   </strong>
   for the Finance Department.
  </li>
  <li>
   Develop and document
   <strong>
    finance policies, procedures, KPIs, and supporting forms/templates
   </strong>
   .
  </li>
  <li>
   Lead
   <strong>
    business process reengineering
   </strong>
   initiatives to improve efficiency and financial governance.
  </li>
  <li>
   Support the development of
   <strong>
    financial planning and forecasting methodologies
   </strong>
   .
  </li>
  <li>
   Build
   <strong>
    financial models
   </strong>
   to support decision-making and performance analysis.
  </li>
  <li>
   Develop
   <strong>
    dashboards and performance reports using Power BI
   </strong>
   .
  </li>
  <li>
   Prepare
   <strong>
    executive-level presentations
   </strong>
   and insights for leadership stakeholders.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Required Experience &amp; Qualifications
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    5+ years of experience
   </strong>
   in Finance, Accounting, or Finance Transformation roles.
  </li>
  <li>
   Strong background in
   <strong>
    finance operating model design or transformation initiatives
   </strong>
   .
  </li>
  <li>
   Experience in
   <strong>
    business process reengineering and financial planning frameworks
   </strong>
   .
  </li>
  <li>
   Professional certification such as
   <strong>
    CMA, CPA, CFA, or MBA
   </strong>
   .
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Skills
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    Target Operating Model (TOM) design for Finance functions
   </strong>
  </li>
  <li>
   Finance
   <strong>
    policies, procedures, and governance frameworks
   </strong>
  </li>
  <li>
   <strong>
    Financial modeling and planning methodologies
   </strong>
  </li>
  <li>
   <strong>
    Power BI dashboard development
   </strong>
  </li>
  <li>
   <strong>
    Advanced Excel proficiency
   </strong>
  </li>
  <li>
   Strong
   <strong>
    PowerPoint and presentation skills
   </strong>
  </li>
  <li>
   Excellent analytical, problem-solving, and stakeholder engagement abilities
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Please apply to be contacted with further information.
 </p>
</div>


Finance Specialist

Metropolitan Council on Jewish Poverty

<div><p><b>Position Type: </b>Consultant (Part-Time)</p>
<p><b>Hours Per Week: </b>8-10 hours a month</p>
<div><p><i>Met Council is America&rsquo;s largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, integrity, and respect. Our programs are staffed by experts who help over 325,000 clients each year and advocate on behalf of all needy New Yorkers. Our services include 100% affordable housing at 21 locations, family violence services, Holocaust survivor assistance, geriatric social work, crisis intervention and the largest free kosher food distribution program in the world. Our network of 120 food pantries, affordable housing sites, and JCCs provide services directly in neighborhoods across New York City.</i></p>
<p><b>Position Summary:</b></p>
<p>The Financial Empowerment Consultant will design and lead monthly interactive educational workshops for older crime victims to promote awareness of financial scams, risk prevention, and tools for financial stability. The consultant will integrate a trauma-informed, person-centered approach in the provision of engaging sessions that translate complex financial concepts into practical life skills training for older adults.</p>
<p><b>Principal Responsibilities:</b></p>
<ul><li>Develop and deliver monthly group workshops (virtually and in-person) on financial scam awareness and help older adults understand their personal risk.</li>
<li>Educate participants on identifying, evaluating, and responding to financial scams.</li>
<li>Provide life skills training that includes practical strategies and tools for protecting and managing personal finances including money management.</li>
<li>Work with Geriatric Services staff to connect participants to additional resources to stay safe.</li>
<li>Create and maintain plain-language materials and toolkits tailored for older adults and culturally diverse audiences.</li>
<li>Track attendance, participant feedback and skill gain to measure program impact.</li>
<li>Participate in monthly coordination meetings to align program objectives and participant needs.</li>
</ul>
<p><b>Competencies:</b></p>
<ul><li>Experience designing and facilitating group trainings for older adults or vulnerable populations.</li>
<li>Strong facilitation skills with the ability to translate complex concepts into action steps and practical tools.</li>
<li>Patience and ability to manage clients with complex and multiple needs.</li>
<li>Ability to work autonomously and take initiative to seek out information and resources to support client needs.</li>
<li>Strong interpersonal skills.</li>
</ul>
<p><b>Skill and Education:</b></p>
<ul><li>Certification or formal training in financial education, financial coaching or related fields (i.e. CFEI).</li>
<li>Knowledge of fraud prevention, asset protection, and benefits/entitlements navigation.</li>
</ul>
<p><b>Compensation: </b><i>$400 per session (inclusive of preparation, delivery, and post-session responsibilities). Each session typically requires 8&ndash;10 hours of total effort, including pre-session planning and alignment with program stakeholders, session delivery, and post-session evaluation and synthesis of insights to inform future sessions. </i><i>This position is for an independent contractor position, not an employee. The consulting agreement between the selected consultant and Met Council will include more detailed terms.</i></p></div></div>

Financial Empowerment Consultant

Nexus Analytica

<p>Nexus Analytica is seeking a <strong>Financial Consultant</strong> to support the delivery of consulting assignments related to renewable energy finance, financial modelling, tariff analysis, techno-economic assessment, transaction support, and project-related commercial evaluation.</p><p>This role is best suited for a candidate who can connect financial modelling with project realities, including CAPEX, OPEX, energy yield, tariff design, risk allocation, and contractual structures. The selected candidate will work closely with multidisciplinary teams and clients to provide robust financial analysis and decision support across energy transition and infrastructure projects.</p><h3> </h3><h3>Key Responsibilities</h3><ul><li>Support the delivery of consulting projects related to energy finance, project valuation, and commercial advisory.</li><li>Develop and review financial models for renewable energy projects, including solar PV, wind, BESS, and hybrid systems.</li><li>Conduct tariff analysis, PPA pricing assessments, and scenario and sensitivity analysis.</li><li>Evaluate key project finance parameters such as CAPEX, OPEX, WACC, ROE, energy yield assumptions, and commercial risk allocation.</li><li>Support the review of commercial terms in PPAs, project agreements, and investment structures.</li><li>Contribute to techno-economic assessments and help translate technical assumptions into financial outcomes.</li><li>Prepare reports, presentations, financial notes, and client deliverables.</li><li>Support capacity-building activities, training sessions, and workshops for clients and stakeholders.</li><li>Coordinate with project managers, technical consultants, legal/regulatory experts, and client teams.</li><li>Contribute to proposals, technical offers, and business development activities related to energy finance and project advisory.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor’s degree in Economics, Finance, Engineering, Energy Economics, Business Administration, or a related field.</li><li>3 to 7 years of relevant experience in financial consulting, project finance, infrastructure advisory, energy economics, or renewable energy transactions.</li><li>Good understanding of financial modelling, valuation, and commercial analysis.</li><li>Familiarity with renewable energy projects, PPAs, tariff structures, or infrastructure investment models.</li><li>Strong analytical, Excel, report-writing, and presentation skills.</li><li>Strong written and spoken English.</li><li>Arabic is an advantage.</li></ul><h3>Preferred Qualifications</h3><ul><li>Master’s degree in a relevant field.</li><li>Experience with renewable energy project finance, tariff design, or PPA negotiations.</li><li>Familiarity with project finance concepts such as debt structuring, bankability, discounting, risk allocation, and investor returns.</li><li>Experience working with scenario analysis, sensitivity analysis, and benchmarking.</li><li>Familiarity with Excel, Python, or other analytical tools.</li><li>Experience working on projects in Egypt, MENA, or Africa is an advantage.</li></ul><h3>Skills</h3><ul><li>Financial modelling</li><li>Project valuation</li><li>Tariff analysis</li><li>PPA commercial assessment</li><li>Techno-economic analysis</li><li>Scenario and sensitivity analysis</li><li>Report writing and presentation</li><li>Stakeholder communication</li></ul><h3>What We Offer</h3><ul><li>Opportunity to work on high-impact energy transition and infrastructure projects</li><li>Exposure to multidisciplinary consulting assignments across technical, financial, and regulatory topics</li><li>A collaborative and intellectually stimulating work environment</li><li>Professional growth in a fast-evolving energy consulting firm</li></ul>

Financial Consultant

Mercer Advisors

<div><div><p><b>Why Work at Mercer Advisors?</b></p>
<p>
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*</p>
<p>
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.</p>
<p>
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.</p>
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div><p></p><div><br>
<div>
<div><div><p><b>Job Summary:</b></p></div></div><div><br>
<div>
<p>Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.</p>
<p>
This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.</p>
<p>
In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.</p></div></div><br>
</div>
</div><p></p><div><div><div><div><p><b>Essential Job Functions for this role include:</b></p></div></div><div><br>
<div>
<p>The Financial Planner's responsibilities include, but are not limited to:</p>
<ul>
<li>Preparing financial plans for prospective and existing clients, including:</li>
<li><ul><li>Cash flow and spending plans</li>
<li>Investment analysis</li>
<li>Retirement projections</li>
<li>Social Security analysis</li>
<li>Education funding analysis</li>
<li>Stock options analysis</li>
<li>Estate planning analysis</li>
<li>Tax planning</li>
<li>Asset protection and risk management needs analysis</li>
</ul></li><li>Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.</li>
<li>Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.</li>
<li>Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.</li>
<li>Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.</li>
<li>Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.</li>
<li>Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.</li></ul></div><br>
</div><br>
</div></div><p></p><div><div><div><div><p><b>Knowledge, Skills, and Abilities:</b></p></div></div><p></p><div><div><br>
<ul>
<li>Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.</li>
<li>Completion of CFP&reg; coursework.</li>
<li>A minimum of one year of financial industry&ndash;related experience preferred.</li>
<li>Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.</li>
<li>Strong verbal, written, analytical, and organizational skills.</li>
<li>Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.</li>
<li>Customer service&ndash;oriented mindset; coachable and eager to learn.</li>
<li>High level of discretion and ability to maintain confidentiality.</li>
<li>Flexibility and adaptability in a fast-paced environment.</li>
<li>Ability to travel up to 10%.</li></ul></div><br>
</div><br>
</div></div><p></p><div><div><div><div><p><b>Work Schedule:</b></p></div></div><div><br>
<div>
<p>This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.<br>
</p><p></p><p>All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.</p></div></div><br>
</div>
</div><p></p><div><div><div><div><p><b>Working Conditions:</b></p></div></div><div><br>
<div>
<p>This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.</p>
<p>
#LI-Hybrid</p>
</div>
</div><br>
</div></div><div><p><b>Benefits:</b></p>
<p>
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:</p>
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
<p><b>We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.</b></p>
<p><i>
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.</i></p>
<p>
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. <b><i>This inbox is for accommodation requests only.</i></b></p>
<p>
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our <b>Applicant Notices and Employment Rights</b>.</p>
<p>
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.<br>
CCPA Notice at Collection</p></div></div>

Financial Planner (Springfield, MO)

LearnLux

<div><h1 class="jobSectionHeader"><b>About LearnLux</b></h1>
<p>
LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.</p>
<p>
In this role, you will leverage the LearnLux digital platform to work directly with employees across Egypt, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.</p>
<p>
This is a fully remote role based within Egypt, reporting to our Global Planning Manager.</p>
<p><b>
Key Responsibilities</b></p>
<ul>
<li>Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.</li>
<li>Adapt the LearnLux Global Planning methodology to best serve members in the Middle East region.</li>
<li>Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members.</li>
<li>Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.</li>
<li>Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.</li>
<li>Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.</li>
</ul>
<p><b>You Should Have</b></p>
<ul>
<li>A designation, certification, or diploma in personal financial planning or a relevant field.</li>
<li>At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.</li>
<li>Fluency in Arabic and English, both written and spoken.</li>
<li>A genuine passion for financial education and empowering individuals to make informed financial decisions.</li>
<li>The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.</li>
</ul>
<p><b>Nice to Have</b></p>
<ul>
<li>Advanced knowledge of regional financial systems and regulations in Egypt and across the Middle East region.</li>
<li>Experience working in a remote or distributed team environment.</li>
<li>Comfort working across multiple digital applications and platforms.</li>
<li>Experience developing and delivering presentations to large audiences.</li>
</ul><h1 class="jobSectionHeader"><b>Closing</b></h1>
<p>
LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.</p>
<p>
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!</p></div>

Financial Planner - Egypt

Carson Group

<p></p><div><div><p><b>Who We Are</b></p><br>
<p></p>
<p>
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It&rsquo;s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.</p>
<p>
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms &ndash; and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.</p><br>
<p></p>
<p><b>
Who We Want</b></p>
<p>
Develop comprehensive financial plans and sophisticated planning models for high-net-worth and complex client situations. Translate advanced planning strategies into clear, actionable insights that support advisors and clients in making informed financial decisions. Prepare client-ready analyses, presentations, and scenario modeling while ensuring accuracy, consistency, and alignment with overall financial planning strategy. Participate in client discussions and planning engagements to communicate complex financial concepts with clarity and professionalism.</p></div><div><br>
<p>
</p><p><b>What To Expect</b></p></div><div><br>
<p>
</p></div><div><ul><li><p>Financial Planning &amp; Scenario Modeling: Develop and maintain comprehensive financial plans using industry planning software. Model complex financial planning scenarios including retirement projections, liquidity events, estate planning strategies, charitable planning, and tax-efficient distribution strategies. Translate complex balance sheets and financial data into structured planning analyses. Prepare clear, client-ready plan summaries and scenario comparisons. Ensure planning assumptions and outputs are accurate, defensible, and aligned with financial planning strategies.</p>
</li>
</ul></div><div><ul><li><p>Data Integration &amp; Financial Analysis: Incorporate investment and balance sheet data into planning analyses using portfolio reporting platforms and planning tools. Coordinate with investment professionals and internal stakeholders to ensure portfolio projections and planning assumptions are aligned. Integrate investment reporting, financial data, and planning models into cohesive financial planning outputs.</p>
</li>
</ul></div><div><ul><li><p>Client Engagement &amp; Presentation Support: Prepare financial planning materials and analysis in advance of client meetings. Present financial planning concepts, recommendations, and scenario outcomes during client discussions. Translate complex financial strategies into clear explanations for clients and advisors. Document follow-up items and implement planning updates following client meetings.</p>
</li>
</ul></div><div><ul><li><p>Strategic Planning &amp; Case Design: Research advanced financial planning strategies including estate, tax, liquidity, and multi-generational planning approaches. Support the evaluation of planning opportunities across complex client situations. Contribute to internal case discussions and strategy development. Maintain planning templates, modeling standards, and presentation best practices.</p>
</li>
</ul></div><div><ul><li><p>Process Management &amp; Collaboration: Coordinate with advisors, client service professionals, and data providers to gather planning inputs and documentation. Maintain data accuracy within planning systems and supporting materials. Deliver planning analyses and client materials within required timelines. Identify opportunities to improve planning workflows, tools, and operational efficiency.</p>
</li>
</ul></div><div><ul><li><p>Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.</p></li></ul><br>
</div>
<p></p><div><p><b>What You Need</b></p><br>
<p>
</p></div><div><ul><li><p>Bachelor&rsquo;s degree in Finance, Financial Planning, Economics, Business, or related field required.</p>
</li>
</ul></div><div><ul><li><p>Certified Financial Planner (CFP&reg;) designation or completion of CFP&reg; coursework with eligibility to sit for the exam required.</p>
</li>
</ul></div><div><ul><li><p>Additional professional credential such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Juris Doctor (JD), Chartered Advisor in Philanthropy (CAP&reg;), or similar credential preferred.</p>
</li>
</ul></div><div><ul><li><p>Minimum of five years of financial planning experience supporting high-net-worth or complex clients required.</p>
</li>
</ul></div><div><ul><li><p>Experience developing and presenting comprehensive financial plans required.</p>
</li>
</ul></div><div><ul><li><p>Experience supporting senior advisors or financial planning teams with complex client situations required.</p>
</li>
</ul></div><div><ul><li><p>Advanced proficiency in financial planning software such as eMoney or MoneyGuide Pro required.</p>
</li>
</ul></div><div><ul><li><p>Experience utilizing portfolio reporting or balance sheet aggregation platforms such as Addepar preferred.</p>
</li>
</ul></div><div><ul><li><p>Strong technical knowledge of financial planning concepts including retirement planning, tax strategy, estate planning, and wealth transfer strategies required.</p>
</li>
</ul></div><div><ul><li><p>Ability to model complex financial scenarios and synthesize results into clear insights required.</p>
</li>
</ul></div><div><ul><li><p>Strong presentation, communication, and client engagement skills required.</p>
</li>
</ul></div><div><ul><li><p>Ability to manage multiple planning engagements simultaneously while maintaining high attention to detail required.</p>
</li>
</ul></div><div><ul><li><p>Collaborative mindset with strong organizational and problem-solving skills required.</p>
</li>
</ul></div><div><ul><li><p>Professional discretion and ability to interact with sophisticated clients and stakeholders required.</p></li></ul><br>
<p></p>
<p>
</p><p><b>EEO Statement:</b></p><br>
<p></p>
<p>
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.</p>
<p>
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.</p><br>
<p></p>
<p>
The total rewards expected for this role include:</p><br>
<p></p>
<ul>
<li>Starting annual base salary between $105,000 - 140,000.</li>
<li>Variable compensation potential (Bonus and/or commissions)</li>
<li>Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&amp;D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.</li></ul></div></div><p></p>

Private Client Services Financial Planner

<div><h1 class="jobSectionHeader"><b>About LearnLux</b></h1>
<p>
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner&trade;️ 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. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.</p>
<p>
We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.</p>
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We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.</p>
<h1 class="jobSectionHeader"><b>
About the Role</b></h1>
<p>
LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.</p>
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In this role, you will leverage the LearnLux digital platform to work directly with employees across the United Arab Emirates, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.</p>
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This is a fully remote role based within the United Arab Emirates, reporting to our Global Planning Manager.</p>
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Key Responsibilities</b></p>
<ul>
<li>Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.</li>
<li>Adapt the LearnLux Global Planning methodology to best serve members in the Middle East region.</li>
<li>Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members.</li>
<li>Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.</li>
<li>Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.</li>
<li>Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.</li>
</ul>
<p><b>You Should Have</b></p>
<ul>
<li>A designation, certification, or diploma in personal financial planning or a relevant field.</li>
<li>At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.</li>
<li>Fluency in Arabic and English, both written and spoken.</li>
<li>A genuine passion for financial education and empowering individuals to make informed financial decisions.</li>
<li>The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.</li>
</ul>
<p><b>Nice to Have</b></p>
<ul>
<li>Advanced knowledge of regional financial systems and regulations in the UAE and the Middle East region.</li>
<li>Experience working in a remote or distributed team environment.</li>
<li>Comfort working across multiple digital applications and platforms.</li>
<li>Experience developing and delivering presentations to large audiences.</li>
</ul><h1 class="jobSectionHeader"><b>Closing</b></h1>
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LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.</p>
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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!</p></div>

Financial Planner - United Arab Emirates

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