Experienced Financial Professional (Mexico Only; Professional Designations Required)

Location: Mexico only; remote. Flexible work from the location of your choice is available within the Mexico-only restriction.

Company

Provides personalized financial expertise, digital tools, financial education, and access to financial professionals as an employee benefit.

What you will do

• Conduct one-on-one sessions with employees of partner companies on personal finance topics including stock options, real estate, retirement, budgeting and savings, and debt management.
• Contribute to financial education content, programming, and product development.
• Partner with leadership to create frameworks for business expansion.

Requirements

• Be based in Mexico.
• Hold at least one active professional designation, such as CFP, CPA, AMIB, or a comparable Mexico-specific designation.
• Have at least 4 years of experience in financial planning, managed accounts, or investment advisory.
• Demonstrate outstanding verbal and written communication in Spanish and English.

Culture & Benefits

• Flexible hours with no dedicated minimum number of hours required.
• Part-time contract work that can be combined with an existing business.
• Focus on financial planning and client work without responsibility for marketing or sales calls.
• Access to proprietary technology designed to support financial professionals.
• Opportunity to influence new financial products, technology, company direction, and culture.