About LearnLux
LearnLux is a global provider of workplace financial wellbeing solutions, combining fiduciary digital financial planning with one-on-one guidance from Certified Financial Planner™ professionals.
The company’s platform helps employees navigate important financial decisions, including budgeting, benefits elections, equity compensation, home buying and retirement.
LearnLux serves some of the world’s largest companies and is building its business with a focus on quality, accountability, innovation and long-term growth.
The company is venture-backed, having raised a Series B, and works with experienced investors and long-term partners.
Role Overview
LearnLux is seeking a Financial Advisor based in Denmark to join its team on a contractor basis.
Job Title: Financial Advisor
Company: LearnLux
Job Location: Denmark | Fully Remote
Region Served: Nordic Region – Denmark, Norway, Sweden and Finland
Job Type: Contractor
Salary: Not specified
Closing Date: Not specified. Apply Early
The successful candidate will work remotely with employees across the Nordic region, including Denmark, Norway, Sweden and Finland.
The role has a strong focus on high-net-worth (HNW) clients who are managing complex financial situations and significant assets. The Financial Advisor will provide guidance designed to help clients protect, grow and plan around their wealth while also supporting employees across a broad range of income levels.
This is a fully remote position reporting to the Global Planning Manager.
Key Responsibilities
Financial Guidance and Client Support
- Meet with clients remotely through video, chat and email.
- Provide financial guidance on topics such as budgeting, retirement readiness and equity compensation.
- Support employees across different income levels and financial circumstances.
- Help clients make informed decisions about their financial futures.
High-Net-Worth Financial Planning
- Advise high-net-worth clients on complex financial matters.
- Provide guidance on concentrated stock positions.
- Help clients understand cross-border tax exposure.
- Support wealth transfer planning and other complex financial planning needs.
Nordic Financial Planning
- Adapt the LearnLux financial planning methodology to topics relevant to the Nordic region.
- Apply knowledge of financial planning practices across Denmark, Norway, Sweden and Finland.
- Contribute subject-matter expertise to improve financial guidance provided through the LearnLux platform.
Benefits and Employer Support
- Become an expert on client benefit plans.
- Act as an extension of employer partners’ teams during benefits enrollment periods.
- Help employees understand and make informed decisions about their available benefits.
Content and Digital Experience
- Work with the LearnLux content team to develop content outlines.
- Review financial education lessons.
- Approve content created for the LearnLux digital platform.
- Participate in team discussions to help improve the digital financial wellbeing experience.
Engagement and Events
- Lead engagement campaigns for employer partners.
- Deliver digital webinars and other educational sessions.
- Participate in occasional on-site events.
Candidate Requirements
Applicants should have:
- An active financial planning or financial advisory designation.
- Fluency in English and Danish, both written and spoken.
- Demonstrated experience advising high-net-worth clients.
- Experience advising on concentrated equity positions and complex financial situations.
- A strong interest in educating individuals and helping them take control of their financial futures.
- The ability to manage multiple tasks concurrently.
- Strong prioritization and organizational skills.
- The ability to take direction from multiple team members.
- Experience across multiple areas of personal finance.
Relevant personal finance experience may include:
- Retirement planning
- Equity compensation
- Investments
- Budgeting
- Debt management
- Cash-flow planning
- Estate planning
- Risk management
Desirable Experience
The following would be an advantage:
- Fluency in additional Nordic languages, including Swedish, Norwegian or Finnish.
- Previous experience serving high-net-worth clients at a wealth management firm.
- Startup or fintech experience.
- Experience creating presentations and presenting to large audiences.
What LearnLux Offers
The role provides an opportunity to work with a global financial wellbeing company while supporting employees across the Nordic region.
As part of the LearnLux team, the Financial Advisor will have the opportunity to:
- Work with clients remotely across multiple Nordic countries.
- Advise high-net-worth individuals on complex financial matters.
- Contribute to financial education and wellbeing initiatives.
- Help improve a digital financial planning platform.
- Collaborate with financial planning, content and other internal teams.
- Deliver webinars and employer engagement activities.
Diversity and Inclusion
LearnLux is committed to creating an inclusive workplace and values learning from and engaging with different perspectives.
The company encourages applications from people from a variety of backgrounds, experiences, abilities and perspectives.
LearnLux states that it is an equal opportunity employer and does not discriminate based on race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability or veteran status.
Candidates who are interested in the opportunity but are unsure whether they meet every requirement are encouraged to apply and include a note explaining their interest.
How to Apply
Interested candidates should apply through the LearnLux recruitment process for the Financial Advisor, Denmark position.
Applicants should highlight their financial planning/advisory designation, Danish and English language proficiency, high-net-worth advisory experience and knowledge across multiple areas of personal finance.
Closing Date: Not specified. Apply Early
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