Financial Planner, Japan

LearnLux
Japan
RemoteCareer-pivot friendly

Who this role is best for

Financial professionals with expertise in Japanese markets and multilingual communication skills will find this remote contract role with LearnLux offers a chance to contribute to a scalable fintech platform.

Best fit for

  • Candidates with experience in Japanese financial planning and a background in client education
    — “Leveraging the LearnLux digital experience you will work directly with employees based in Japan to provide them with unbiased, holistic financial guidance.”
  • Individuals with a CFP or equivalent designation and strong cross-cultural communication abilities
    — “CFP, AFP, CMA or equivalent personal financial advisor designation”
  • Professionals who thrive in a collaborative environment and can adapt methodologies to local contexts
    — “Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience”

Things to consider

  • The position demands a high level of autonomy and responsibility in a fast-growing company
    — “We move quickly, operate with a high bar for quality, and value people who take ownership of their work.”

How to stand out

  • Highlight your experience adapting financial planning strategies to local markets in Japan
    — “Advise on and adapt the LearnLux methodology to financial planning topics relevant in Japan”
  • Demonstrate your ability to create educational content and lead engagement campaigns
    — “Work with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform”
  • Showcase your fluency in both English and Japanese through examples of cross-cultural client interactions
    — “Fluent English and Japanese - written and spoken”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • provide financial guidance
  • create and review content for digital platform
Typical background
financial planning experienceCFP, AFP, CMA or equivalent designation

Skills & requirements

Required

Financial PlanningClient Relationship ManagementBudgetingRetirement PlanningEquity Compensation

Preferred

Digital CurrenciesEstate PlanningInsurance

Stack & domain

Financial PlanningBudgetingRetirement PlanningEquity CompensationInvestment ManagementDebt ManagementCash Flow PlanningDigital CurrenciesEstate PlanningInsurancePresentationContent CreationCommunicationTeamworkLeadershipProblem-solvingTime ManagementPrioritizationAdaptabilityClient ManagementCFPAFPCMA

About the role

Original posting from LearnLux via Greenhouse

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 Planner™️ 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.

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.

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.

About the Role

LearnLux is looking for a Financial Planner located in Japan to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Japan to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within Japan and reports to our Global 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 Japan 

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

CFP, AFP, CMA or equivalent personal financial advisor designation

Fluent English and Japanese - written and spoken

Passion for educating individuals to take control and invest in their financial future

Have the 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 haves

Startup and/or Fintech experience 

Experience creating presentations and presenting to large audiences 

Closing

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.

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. We’re excited to speak with you about joining our team! 

Source: LearnLux careers (Greenhouse)

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