Addition Wealth · 6 months ago
BILINGUAL – Experienced Financial Professional (US Only; Professional Designations Required)
United States
Contract
Remote
Mid Level
4+ years expAddition Wealth is dedicated to making personalized financial expertise accessible and inclusive. They are seeking experienced financial professionals with certifications such as CFP or CPA to provide financial education and develop content for their partner companies.
Financial ServicesFinTech
No H1B
U.S. Citizen Only
Responsibilities
Conduct one-on-ones with employees, and their families, at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
Contribute to content development, programming and product for the company
Partner with Addition Wealth’s leadership team to create frameworks for expansion
Qualification
Required
CFP required
Must operate own RIA
At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Preferred
Professional working proficiency to read, write, and speak English and Spanish
CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
Benefits
Flexible hours and work from anywhere
Company
Addition Wealth
Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$4.24MKey Investors
Manulife FinancialWMNfintech
2024-10-16Grant· $0.04M
2024-09-26Non Equity Assistance
2022-02-09Seed· $4.2M
Recent News
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