Financial Professional (Fintech)

TL;DR

Financial Professional (Fintech): Providing personalized financial expertise and education to employees of partner companies with an accent on personal finance topics and investment advisory. Focus on conducting one-on-one sessions, contributing to product development, and shaping the expansion strategy in France.

Location: Remote (Must be based in France)

Company

A fintech platform providing personalized financial wellness and expertise as an employee benefit.

What you will do

• Conduct one-on-one educational sessions for employees on personal finance topics, including stock options, real estate, retirement, and budgeting.
• Collaborate on content development and product programming for the company.
• Partner with leadership to create frameworks for market expansion in France.

Requirements

• Must be based in France.
• Active professional designations: CFP, CGPC, or European Financial Advisor (EQF 4, 5, or 6).
• Must be in good standing with the Autorité des Marchés Financiers (AMF).
• At least 4 years of experience in financial planning, managed accounts, or investment advisory.
• Outstanding verbal and written communication in both French and English.

Culture & Benefits

• Opportunity to transform the financial wellness industry and make insights accessible for all.
• Pure focus on financial planning and clients, with no requirements for marketing or sales calls.
• Access to proprietary fintech technology to streamline workflows.
• Highly flexible hours and work-from-anywhere arrangement within the required region.
• Compatible with maintaining a separate business alongside this part-time contract.