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Addition

Posted 24 months ago

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Experienced Financial Professional (Mexico Only; Professional Designations Required)

MexicoRemoteContract

AI Summary

Provides one-on-one personal finance education to employees of partner companies, teaches on topics such as stock options, retirement, budgeting, and debt management, and collaborates on content, programming, and product development.

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 at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, 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

  • One or more active professional designations including CFP, CPA, AMIB designations, or comparable Mexico-specific designations
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory
  • Outstanding verbal and written communication in Spanish and English

    • 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. This is a part-time, contract position.

    • Skills

    AMIB DesignationsCFPContent DevelopmentCPAEnglishFinancial EducationFinancial PlanningInvestment AdvisoryPersonal FinancePortfolio ManagementProduct DevelopmentSpanish

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