OpenUp
Financial Services
FinancialWell-beingExpert-GermanSpeaking(Freelance)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Well-being Expert - German Speaking (Freelance) at OpenUp. Skills: Financial well-being, Personal finance coaching, German financial systems. Guide individuals to take control of finances. Reduce financial stress”
What You'll Achieve.
Help people build skills; Help people gain autonomy; Help people feel confident
Industry & Context.
What They're Looking For.
Must Have
Native-level fluency in German, English communication skills, BA degree in Finance, 2+ years consulting experience, Certification in financial planning, Local knowledge of German financial systems, Understanding of Spanish employment system, Tech-savvy, Laptop/computer with Windows 11 or MacOS Sonoma 14, Antivirus turned on
Nice to Have
EFPA, EFP, EFA or similar certification, Entrepreneurial, Proactive, Open to continuous learning, Team player, Thrives independently, Takes ownership of growth, Natural connector, Integrity, Reflection
What You'll Do.
Guide individuals to take control of finances
Reduce financial stress
Create healthy money habits
Empower people with clarity
Provide actionable steps
Conduct video consults
Help clients set financial goals
Guide clients toward first steps
Build skills and autonomy
Engage with diverse people
How You'll Work.
Team & Collaboration
Diverse and international team; Weekly intervision sessions; Skill-building opportunities
Communication Scope
English communication
Full Job Description
Who we are At OpenUp, our mission is to make mental well-being accessible to everyone. We support companies, their employees, and their families with proactive and practical mental health services. Through our platform, clients can access 1:1 check-ins, online courses, articles, videos, group sessions, mindfulness practices, and a team of committed experts. We believe that mental and physical well-being are deeply connected. With Lifestyle Experts focusing on nutrition, exercise, and sleep, we offer a truly holistic approach that helps people take ownership of their health. We’re proud to work with forward-thinking organizations and are committed to raising the bar on accessible care. OpenUp is ranked in the Top 3 on LinkedIn’s Top Startups list for 2023, 2024 & 2025 and is still growing. We are expanding our international teams and we are searching for like-minded talent. We are already helping over 2000+ (international) companies and 550K+ employees, e. g. Rituals, Deloitte, Decathlon, KPMG, and McDonalds. About the assignment To fuel our growth, we are looking for entrepreneurial, purpose-driven experts who share our vision of making health and well-being direct, approachable, and impactful. At OpenUp, we focus on prevention, therefore we guide individuals to take control of their personal finances, reduce financial stress, and create healthy money habits. Whether it’s budgeting, savings strategies, planning for financial security, or building confidence in financial decision-making – we empower people with clarity and actionable steps. Please note we offer coaching, not financial product advice. We offer planned and on-demand video consults seven days a week, ensuring people can access support when they need it most – no long waits, no barriers. In each session (usually 25 minutes), you’ll help clients set clear, achievable financial goals and guide them toward meaningful first steps. Our mission is to help people build skills and autonomy, so they feel confiden
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