Financial Advisor, Sweden

About the role

You will own the full client journey for Swedish employees, guiding them through every stage of their financial decision-making with a fiduciary mindset. You are responsible for delivering unbiased, holistic financial guidance that feels personal, practical, and immediately actionable. You will leverage the LearnLux digital platform to engage users remotely while maintaining the highest standards of professionalism and empathy. This role requires you to solve new problems independently, take full accountability for outcomes, and push yourself to exceed expectations daily. You will collaborate closely with cross-functional teams to refine the digital experience and ensure our guidance remains relevant and impactful. If you are energized by ownership, clarity, and continuous improvement, you will find this a deeply rewarding opportunity to make a meaningful difference.

Key facts

What you'll do

• Conduct in-depth financial discovery sessions with employees across Sweden, Norway, Finland, and Denmark via video, chat, and email to address budgeting, retirement readiness, equity compensation, and other personal finance topics.
• Adapt the LearnLux financial planning methodology to the specific regulatory and cultural context of the Nordic Region, ensuring relevance and clarity for local employees.
• Act as an extension of employer teams during open enrollment by mastering their benefit plans and providing timely, accurate guidance on plan features and elections.
• Review and refine learning content in collaboration with the content team, approving outlines and lessons that align with fiduciary standards and adult learning best practices.
• Lead targeted engagement campaigns for employer partners, including digital webinars and occasional on-site events that reinforce financial wellbeing and program adoption.
• Participate in recurring team meetings to share insights from client interactions and contribute to product and process improvements for the LearnLux digital experience.
• Maintain detailed, secure records of client interactions and recommendations while adhering to data privacy and compliance requirements across European markets.
• Identify moments of truth in the employee financial journey and design clear pathways using the digital platform to guide users toward confident decisions.
• Continuously track outcomes such as engagement, comprehension, and progress on goals to support program impact reporting for partners.
• Demonstrate intellectual curiosity by staying current on personal finance trends, fintech tools, and regional financial regulations that affect your clients.

Requirements

• Hold an active Certified Financial Planner (CFP) or Chartered Financial Advisor (CFA) or a similar recognized financial planning/advisory designation.
• Write and speak fluent Swedish and English in all professional contexts, including complex financial discussions and written communications.
• Bring a demonstrated passion for educating individuals and empowering them to take control of their financial future.
• Exhibit the ability to manage multiple concurrent tasks, prioritize effectively, and respond to direction from diverse team members in a fast-paced environment.
• Possess broad expertise in personal finance areas including retirement planning, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance.
• Show comfort working within a digital-first delivery model, using technology to scale personalized guidance while preserving a human touch.
• Commit to maintaining the highest ethical standards and a client-first mindset in every interaction, reflecting the fiduciary nature of the role.
• Thrive in a growth-oriented, venture-backed environment where ownership, speed, and quality are essential to success.

Nice to have

• Fluency in additional languages such as Danish, Norwegian, and Finnish to broaden the reach of our guidance in the Nordic region.
• Prior experience in startup or Fintech environments where rapid iteration and cross-functional collaboration are the norm.
• Demonstrated ability to create presentations and deliver compelling content to large audiences, enhancing our virtual and on-site engagement strategy.

Practical notes

This role is 100% remote within Vietnam and reports to our Global Director of Financial Planning. No additional travel, visa, or deadline information is provided in the source material.