Financial Planner, Morocco

About the role

LearnLux operates at the forefront of workplace financial wellbeing, integrating fiduciary digital planning with direct access to Certified Financial Planner™ professionals to create a seamless guidance experience. The organization is designed to assist employees in managing critical financial moments, including budgeting, benefits elections, equity compensation, home buying, and retirement planning with clarity and confidence. This role represents a strategic opportunity to own the financial guidance journey for a specific geographic region, ensuring members receive culturally and contextually relevant support. The hire will directly contribute to the stated goal of reducing financial stress while increasing focus and retention through advanced reporting for employer partners, demonstrating the tangible impact of the position. As a venture-backed organization with over $35M raised, LearnLux emphasizes a high-standard, ownership-driven culture that expects initiative, accountability, and excellence from its team members. The Financial Planner for Morocco will serve as a critical thought leader, adapting global methodologies to meet local needs and upholding the integrity of the brand. This is a fully remote position that demands discipline, self-motivation, and a commitment to maintaining the highest standards of fiduciary care without direct supervision.

Key facts

What you'll do

• Orchestrate member guidance sessions remotely via video, chat, and email, providing expert direction on budgeting, retirement readiness, equity compensation, and interconnected financial topics for users in Morocco.
• Synthesize and adapt the LearnLux Global Planning methodology to resonate with the distinct cultural nuances and regulatory landscape of the MENA region, ensuring relevance and applicability.
• Synthesize subject matter expertise during recurring team meetings, actively contributing to discussions that refine the quality, accuracy, and empathy of financial guidance delivered to members.
• Function as a trusted extension of HR and benefits teams by developing an intricate understanding of member benefit plans, offering specialized support particularly during critical open enrollment periods and annual review cycles.
• Partner with the content team to construct detailed outlines, perform thorough reviews of financial lessons, and provide authoritative approval for materials destined for the LearnLux digital platform, ensuring accuracy and clarity.
• Spearhead engagement initiatives for employer partners, conceptualizing and delivering digital webinars while coordinating and managing occasional on-site events to strengthen professional relationships.
• Utilize the LearnLux digital platform with precision to navigate member data, track progress, and deliver timely interventions that enhance the overall user experience and financial outcomes.
• Analyze complex financial inquiries and translate them into actionable, easy-to-understand guidance that empowers members to make confident decisions about their financial future.
• Monitor evolving best practices and regulatory changes within the MENA region to ensure guidance remains current, compliant, and aligned with global standards.
• Foster a collaborative environment by sharing resources, strategies, and insights with colleagues to elevate the collective capability of the planning team and improve member satisfaction.

Requirements

• Possess a recognized designation, certification, or diploma in personal financial planning or a closely related field, demonstrating a foundational commitment to the profession.
• Bring a minimum of three years of proven experience delivering one-on-one financial guidance, with a demonstrated history of addressing retirement, equity compensation, budgeting, debt management, estate planning, and insurance comprehensively.
• Exhibit demonstrated fluency in both Arabic and English, encompassing written and spoken communication, to ensure clarity and trust in all member interactions across diverse contexts.
• Maintain the capacity to effectively manage multiple concurrent tasks, prioritize competing demands with sound judgment, and thrive within a distributed team environment that relies on asynchronous communication.
• Adhere strictly to the ethical and fiduciary standards that define the financial planning profession, ensuring that member interests remain paramount in every recommendation and interaction.
• Show resilience and adaptability when navigating complex member situations, requiring patience, empathy, and problem-solving skills to resolve sensitive financial concerns.
• Leverage strong attention to detail to ensure accuracy in financial calculations, advice delivery, and documentation, minimizing risk and enhancing member confidence in the guidance provided.
• Commit to continuous professional development, actively seeking opportunities to expand knowledge and skills related to financial planning and the specific dynamics of the MENA region.

Nice to have

• Advanced knowledge of financial systems and regulations specific to the MENA region, including nuances that impact expatriate workers and local nationals.
• Previous experience working within remote or distributed team structures, with a proven track record of maintaining productivity and engagement.
• Comfort level with navigating multiple digital applications and platforms, including CRM systems, video conferencing tools, and collaborative software.
• Experience in developing and delivering presentations to large audiences, demonstrating the ability to communicate complex financial concepts clearly and engagingly.

Practical notes

This role operates in a remote capacity based in Morocco, requiring reliable internet connectivity and a dedicated workspace. The compensation range is set between $15,000 and $25,000 USD on an annual basis, reflecting the scope and responsibility of the position. Applicants must confirm eligibility and specific logistical details, including potential visa requirements for remote work authorization, directly through the official application process. The role demands strict adherence to deadlines for application submission and any subsequent onboarding procedures to ensure a timely start. Travel is not required for this position, as all duties are performed remotely through digital platforms.