Talent Pool: Financial Well-being Expert
Job description
Freelance Financial Well-being expert role at OpenUp, delivered through 1:1 video consultations (usually 25 minutes) focused on personal finance, budgeting, savings and financial confidence. This is a general application to a Permanent Talent Pool for future assignments, not a specific open role.
This is an application to a talent network
You are applying to be considered for upcoming projects. It is not a single open position, and work is offered as projects arise.
At a glance
- Employment
- Freelance · Independent contractor
- Work mode
- Remote
- Languages
- English – fluent
What you'll do
- Help clients set clear, achievable financial goals and guide them toward meaningful first steps in each session (usually 25 minutes)
- Guide individuals to take control of their personal finances, reduce financial stress, and create healthy money habits
- Coach on budgeting, savings strategies, planning for financial security, and building confidence in financial decision-making
- Engage with a wide variety of people from diverse cultural backgrounds and industries
- Participate in weekly intervision sessions and ongoing development
What we're looking for
- Strong English communication skills (written and spoken) and confident in delivering consultations in English
- 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 WFT (at least Basis and Asset management) (completed or in progress)
Nice to have
- Local certifications, regulated advisory licenses, or financial coaching accreditations (e.g., in the Netherlands: WFT Asset Management under the Financial Supervision Act)
- Tech-savvy, with a self-reliant approach to digital platforms and systems
- Laptop/computer with Windows 11, OR MacOS Sonoma 14, AND an antivirus turned on in your device
- 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
- A freelance contract for an agreed amount of hours per week
- A diverse and international team with expertise in psychology, health, lifestyle medicine, and financial well-being
- A culture of reflection, collaboration, and continuous improvement
- Weekly check-ins, intervision sessions, and skill-building opportunities
- Two dedicated training half-days each year to reflect on your practice and develop your skills further
How to get hired
- 1Send your application in English through the website and leave your details
- 2We'll reach out when we see a strong match with one of our assignments - this may take a couple of weeks, depending on openings
Apply
Direct apply at OpenUp
Opens the job posting at OpenUp
About OpenUp
OpenUp supports companies, their employees, and their families with proactive and practical mental health services. Through its platform, clients can access 1:1 check-ins, online courses, articles, videos, group sessions, mindfulness practices, and a team of committed experts. With Lifestyle Experts focusing on nutrition, exercise, and sleep, OpenUp offers a holistic approach that helps people take ownership of their health.
Mission
To make mental well-being accessible to everyone.
Key facts
- Ranked in the Top 3 on LinkedIn's Top Startups list for 2023, 2024 & 2025
- Helping over 2000+ (international) companies and 550K+ employees
- Offers planned and on-demand video consults seven days a week
- Offers coaching, not financial product advice
Partners & customers
What they value
- Reflection
- Collaboration
- Continuous improvement
- Integrity
- Making well-being accessible, practical, and empowering for everyone