Financial Well-being Expert: (Spain)

OpenUp is a company that aims to make mental well-being accessible to everyone. They offer proactive and practical mental health services to companies, employees, and their families. They're looking for a Financial Well-being Expert to help individuals improve their financial health and resilience.

Requirements

• Native-level fluency in Spanish
• Strong English communication skills (written and spoken)
• BA degree in Finance, Economics, or Business Administration
• Minimum 2+ years’ experience providing 1:1 consulting, financial advisory, or coaching on personal finance, budgeting, or financial well-being
• Certification in financial planning, budget coaching or advisory such as the EFPA, EFP, EFA (Spain) or similar
• Local knowledge of the Spanish financial systems: (pension, taxes, banking, mortgages, etc...)
• Understanding of Spanish employment and social security system (autónomo, Social Security contributions, payroll taxation)
• Tech-savvy, with a self-reliant approach to digital platforms and systems
• Entrepreneurial, proactive, and open to continuous learning
• A team player who thrives independently and takes ownership of personal and professional growth
• A natural connector: you create a safe, supportive space for clients and act decisively to help them move forward
• You live the “practice what you preach” mindset, showing integrity and reflection in how you approach both clients and colleagues

Benefits

• Flexible freelance contract
• Diverse and international team
• Culture of reflection, collaboration, and continuous improvement
• Weekly check-ins, intervision sessions, and skill-building opportunities
• Two dedicated training half-days each year