To support a growing network, the part-time contract Mexico Licensed Financial Professional will conduct one-on-one educational sessions on personal finance topics and collaborate on content development and product expansion remotely. Key responsibilities Conduct personalized financial education sessions for employees at partner companies Contribute to the development of financial content and programming Collaborate with leadership to create frameworks for business expansion Required qualifications Active professional designations such as CFP, CPA, AMIB, or comparable Mexico-specific designations Minimum of 4 years of experience in financial planning, managed accounts, or investment advisory Fluency in Spanish and English, with strong communication skills