Financial Planner - Costa Rica

Job Summary

A company is looking for a Financial Planner located in Costa Rica to provide unbiased financial guidance to employees.

Key Responsibilities

• Engage with clients remotely to provide guidance on budgeting, retirement readiness, and equity compensation
• Adapt the financial planning methodology to topics relevant in Costa Rica
• Collaborate with the content team to create and review educational materials for the digital platform

Required Qualifications

• CFA or equivalent financial advisor designation, experience, or degree
• Fluent in English, both written and spoken
• Experience in various areas of personal finance including retirement, budgeting, and debt management
• Ability to manage multiple tasks and prioritize work effectively
• Passion for educating individuals about financial management