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Addition

Posted 24 months ago

Open

BILINGUAL – Experienced Financial Professional (US Only; Professional Designations Required)

United StatesRemoteContract

AI Summary

Provides one-on-one financial education to employees and families, leveraging CFP/CPA or other professional designations; contributes to content and product development for Addition Wealth’s financial wellness platform.

About this role

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit.

We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.

What you will do

  • 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

    • Preferred Qualifications

  • Professional working proficiency to read, write, and speak English and Spanish
  • CFP required
  • CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
  • Must operate own RIA
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor

    • Why work with Addition Wealth

  • Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
  • Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
  • Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
  • Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
  • Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA!

    • Skills

    BudgetingClient EducationContent DevelopmentDebt ManagementDigital Tools For Financial PlanningEnglish Language ProficiencyFinancial PlanningFinancial TechnologyInvestment AdvisoryOne-on-one CoachingPortfolio ManagementRegulatory UnderstandingRetirement PlanningRIA OperationsSpanish Language ProficiencyStock Options EducationTax Planning

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