SUMMARY

Obtenga más información sobre las tareas generales relacionadas con esta oportunidad a continuación, así como sobre las habilidades requeridas.

Financial Finesse is the leading independent integral 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 xugodme 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

📌 Personal Finance Coach – Spain (España)
🏢 Rpmglobal
📍 España