Personal Finance Coach - Spain

SUMMARY

Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness and proven employer ROI. Our employer clients include some of the world’s largest multinational companies across a variety of industries. We are passionate about our mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to expand our impact.

RESPONSIBILITIES

In collaboration with our US team, the Personal Finance Coach will be responsible for expanding our personal finance offering for Spain, which includes:

• Localized content development – review existing content, determine changes needed to apply to local market, create additional content based on gaps identified in personal finance topics
• Product development and innovation – develop new products, services, curriculum, and leverage technology to continually innovate existing products and services
• Research and content contribution – analyze data and experiences to write or edit articles and develop research on trends in personal finance
• Financial education and guidance – facilitate workshops, webcasts, and one on one meetings to help individuals improve their financial habits and behaviors
• Strategic contributions and leadership – leverage personal passions and talents to lead or contribute to build our team and business in Spain

REQUIRED BACKGROUND AND COMPETENCIES

• Thorough knowledge of all aspects of financial planning for Spain’s population including money management, debt, investing, retirement, taxes, and estate planning
• 10 years min. industry experience and Certified Financial Planner (CFP) via FPSB Spain, or EFPA Spain’s European Financial Planner (EFP) certification
• Fluent in English and Spanish
• Ability and interest in leveraging technology to deliver information in a clear and usable format
• Coaching approach employing active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs
• Excellent written and verbal communication skills including public speaking experience
• Initiative, dedication, flexibility, and desire to work in a fast-changing entrepreneurial environment
• Attention to detail, especially crucial in developing high quality content

LOCATION AND TIME COMMITMENT

• Spain – Flexible in-country location, remote work. Occasional domestic travel to deliver workshops and onsite sessions
• Part-time contract basis with expected 20 hours per month and potential to extend and increase hours as needs evolve