Bilingual Financial Professional – Experienced

🕒 March 31

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Addition Wealth

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🧘 Wellness

💰 $4.2M Seed Round on 2022-02

Finance • Fintech • Wellness

Addition Wealth is a financial wellness platform that provides inclusive and accessible financial expertise to individuals. The company is trusted by employers to empower employees in making informed financial decisions through personalized solutions. Their platforms offer support with budgeting, savings, employee benefits, paying down debt, retirement planning, tax support, home buying, education savings, and equity compensation. With their tech-forward approach, Addition Wealth provides digital tools that offer scenario and planning analysis, enabling employees to take actionable steps towards financial health. Employees are given free, unlimited access to certified financial advisors to discuss any financial topic, ensuring comprehensive support for a range of financial needs.

📋 Description

• 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

🎯 Requirements

• CFP required • Professional working proficiency to read, write, and speak English and Spanish • 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

🏖️ Benefits

• 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! • Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture. • 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. • 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. • Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.