Experienced Financial Professional

🕒 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-one meetings with employees of Addition Wealth’s partner companies to provide education on a range of personal finance topics (e.g., stock options, real estate, estate planning, retirement, assurance vie (life insurance), budgeting, debt management, etc.) • Contribute to content creation, program development and product initiatives for the company • Partner with Addition Wealth’s leadership team to develop frameworks for scaling and expansion

🎯 Requirements

• Hold one or more active professional designations such as CFP® (Certified Financial Planner), CGPC certification, or European Financial Advisor® (EQF 4, EQF 5, or EQF 6) • Be in good standing with the Autorité des Marchés Financiers (AMF) • Minimum of 4 years’ experience in financial planning, managed accounts, or investment advisory • Excellent verbal and written communication skills in both French and English.

🏖️ Benefits

• Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible to everyone. • Focus on what you do best: Concentrate on financial planning and client work while we handle marketing and user acquisition — we bring the users to you. • Access best-in-class technology: Be among the first to use Addition's proprietary technology to make your work easier and more seamless. • Help build new financial products: Influence product development for today’s employees — your feedback will directly impact our technology, company, and culture. • Flexible hours and work from anywhere: Work the hours and from the locations you choose. No minimum hour requirement; you may work with us alongside your own business. This is a part-time, contract position.