Financial Finesse is the leading independent general 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 asse
📌 Personal Finance Coach – Spain (España)
🏢 Rpmglobal
📍 España
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