Financial Well-being Expert: (Spain)

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 confident to continue their journey independently. Many clients find they gain what they need in just a few focused conversations – thanks to your structured, goal-oriented support.

You’ll engage with a wide variety of people, from diverse cultural backgrounds and industries, and you’ll have opportunities to grow through weekly intervision sessions and ongoing development. We work together to make well-being accessible, practical, and empowering for everyone.

 

About you

You’re passionate about helping people improve their financial health and resilience. You enjoy working in a dynamic, fast-paced environment and are eager to contribute to a meaningful mission.

We welcome experts who meet the following criteria:

• You have native-level fluency in Spain.
• 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 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.
• You have a 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.

 

What you can expect 

Join us at a time of exciting growth, where your expertise and ideas are valued. Here’s what you can expect:

• 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.

 

Next steps

Inspired to be part of OpenUp? We’d love to hear your story. Apply via our website and we’ll get in touch soon.

If you have questions, please visit our FAQ page or reach out directly.

We warmly welcome applicants of all genders, ages, backgrounds, and life experiences. We believe that diverse perspectives strengthen our work and help us better serve our international clientele. If you’re ready to OpenUp, join us!

We may use artificial intelligence (AI) tools to streamline parts of our recruitment process. These tools assist our recruitment team but do not replace human judgement. All hiring decisions are made by humans. If you would like more information about how we use AI in the process, please contact us.