Financial Advisor, Israel

About the role

You will own the full client journey for employees located in Israel, acting as their trusted fiduciary guide through every major financial milestone. This role requires you to translate complex financial concepts into clear, actionable advice that resonates with a diverse workforce. You will leverage the LearnLux digital platform to deliver scalable, high-touch guidance while maintaining the highest standards of professionalism. The position demands intellectual curiosity, disciplined execution, and a relentless focus on client outcomes. You will be expected to solve ambiguous problems and take full ownership of the solutions you deliver. This is an opportunity to build a financial guidance function from the ground up in a fast-moving, growth-stage environment. If you thrive in settings where accountability is high and resources are abundant, this role will provide significant scope for impact.

Key facts

What you'll do

Coordinate and conduct one-on-one financial guidance sessions with employees based in Israel through video, chat, and email channels.

Adapt the LearnLux financial planning methodology to address region-specific topics such as local tax implications, housing markets, and equity compensation structures relevant to Israel.

Analyze client data to identify financial patterns and risks, then develop tailored strategies that align with individual life goals and timelines.

Serve as the primary subject matter expert on benefit plan options during open enrollment, educating employees on choices and trade-offs.

Collaborate with the product and content teams to refine lesson materials, ensuring that digital resources are accurate, culturally relevant, and pedagogically effective for Israeli users.

Design and execute engagement campaigns, including virtual workshops and targeted communications, to boost financial literacy and platform adoption among employer partners in Israel.

Monitor client progress against stated financial objectives, providing ongoing coaching and adjustments to plans as life circumstances evolve.

Represent LearnLux in professional forums and cross-functional meetings, bringing the voice of the Israeli client to strategic product and policy discussions.

Maintain strict compliance with data privacy and regulatory standards applicable to financial advice delivered in the Israeli market.

Document client interactions and outcomes meticulously to support continuous improvement of the advisory process and to inform product feedback.

Contribute qualitative insights derived from client conversations to help the company understand evolving financial concerns and priorities.

Requirements

Hold an active Certified Financial Planner (CFP) or Chartered Financial Advisor (CFA) designation or equivalent financial planning licenses that demonstrate your credibility and expertise.

Possess fluency in both English and Hebrew, written and spoken, to ensure clear communication and accurate translation of complex financial concepts.

Exhibit a genuine passion for empowering individuals to take control of their financial lives and invest confidently in their future.

Demonstrate the ability to manage multiple concurrent tasks, prioritize effectively under pressure, and follow directions from various team members across time zones.

Bring experience across multiple personal finance domains, including retirement planning, equity compensation analysis, investment strategy, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance.

Commit to maintaining and expanding your knowledge of financial regulations, market conditions, and best practices relevant to the advisory services provided in Israel.

Adhere to the highest ethical standards, acting as a fiduciary by putting the interests of clients ahead of your own and those of the employer.

Nice to have

Fluency in additional languages such as Arabic is nice to have for serving a broader segment of the Israeli population.

Startup and/or Fintech experience to accelerate your integration into the fast-paced environment.

Experience creating presentations and delivering them to large audiences to enhance your ability to lead virtual and on-site engagements.

Practical notes

This engagement is structured as a contractor role.

The position is 100% remote, allowing you to work from Israel while collaborating with global teams.

Travel is not required for this role, though occasional virtual meetings with global leadership may be scheduled.

No specific visa sponsorship details are provided in the source material.

There are no explicit deadlines for application submission mentioned in the source material.