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Financial Planner, Morocco

Remote, USA Full-time Posted 2026-08-04
About reputed company reputed company is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-reputed company program helps employees reputed company critical financial reputed company from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their reputed company and reputed company at work. Advanced reporting helps our partners understand reputed company, driving reputed company like reduced financial stress, increased productivity, and improved retention. We’re building reputed company with intention. We reputed company quickly, operate with a high bar for reputed company, and value people who take ownership of their work. If you’re reputed company by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll reputed company this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by reputed company investors and long-term partners. We’re a reputed company-reputed company business building for reputed company, and we’re excited by the opportunities and challenges that come with that reputed company. About the Role reputed company is seeking reputed company personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or reputed company diplomas. In this role, you will reputed company the reputed company digital platform to work directly with employees across Morocco and the Middle East and reputed company Africa (MENA) Region, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and reputed company their personal financial goals. This is a fully remote role reporting to our Global Planning Manager. Key Responsibilities Meet and engage with members remotely reputed company video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more. Adapt the reputed company Global Planning methodology to best serve members in the MENA region. Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members. reputed company a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during reputed company enrollment periods. Collaborate with our content team to create outlines, review financial lessons, and approve content for the reputed company digital platform. reputed company engagement initiatives for employer partners, including digital webinars and occasional on-site events. You Should Have A designation, certification, or diploma in personal financial planning or a relevant field. At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance. reputed company in Arabic and English, both written and spoken, are required. A genuine passion for financial education and empowering individuals to reputed company informed financial reputed company. The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a reputed company team. reputed company to Have Advanced knowledge of regional financial systems and regulations in the MENA region. Experience working in a remote or reputed company team environment. Comfort working across multiple digital applications and platforms. Experience developing and delivering presentations to large audiences. Closing reputed company is committed to an inclusive workplace. We welcome applications from reputed company individuals and do not discriminate in any employment decision on the reputed company of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a reputed company of backgrounds, experiences, abilities, and perspectives to reputed company. If you are interested in this opportunity but not reputed company if you fit this role, please apply and include a note to let us know of your interest. We’re excited to reputed company with you about joining reputed company! Apply To This Job

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