Financial Advisor, Norway

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 such as reduced financial stress, increased productivity, and improved retention. We are a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We operate as a growth-focused business building for scale, and we welcome the opportunities and challenges that accompany this journey.

About the Role

LearnLux is seeking a Certified Financial Planner located in Norway to join our team on a contractor basis. You will use the LearnLux digital experience to work directly with employees based in Norway and the surrounding region, including Sweden, Finland, and Denmark. Using a client-first approach, you will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within Vietnam and reports to our Global Director of Financial Planning.

Key Responsibilities

You will meet and engage with clients remotely through video, chat, and email to provide guidance on topics such as budgeting, retirement readiness, equity compensation, and other financial matters. You will advise on and adapt the LearnLux methodology to financial planning topics relevant in the Nordic Region, including Norway, Sweden, Finland, and Denmark. You will participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience. You will become an expert on your clients' benefit plans so you can act as an extension of their team during open enrollment. You will work with the content team to create outlines, review lessons, and approve content created for the LearnLux digital platform. You will lead engagement campaigns for employer partners through digital webinars and occasional on-site events. You will review regulations and rules related to pensions, shares, savings, and taxes to ensure guidance remains accurate across regions. You will coordinate with colleagues to handle several cases concurrently while prioritizing work and meeting deadlines.

You Should Have

You must hold an active Certified Financial Planner or similar financial planning or advisory designation relevant to Norway. You must demonstrate fluency in both English and Norwegian in written and spoken form for all employee interactions. You must possess a passion for educating individuals to take control of and invest in their financial future. You must have the ability to perform multiple tasks concurrently, prioritize work effectively, and take direction from multiple team members. You should have experience in multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance, and related topics.

Nice to Haves

Fluency in other languages such as Danish, Swedish, and Finnish is a valuable asset. Experience in startup and/or fintech environments is beneficial. Experience creating presentations and presenting to large audiences is also advantageous.

Closing

LearnLux is committed to fostering 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 dedicated to building a diverse and inclusive team that draws on a wide range of backgrounds, experiences, abilities, and perspectives. If this role aligns with your goals, please proceed to the official apply page to confirm details and submit your application.

What you'll do

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