Remote Financial Planner (Contract) - Spain | Flexible Hours

Additionwealth; España; Presencial; EUR 22.320 - 55.800; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Flexible hours

Remote-friendly

Descripción de la vacante

Addition Wealth seeks financial professionals in Spain for a part-time, contract role to deliver personalized financial wellness to employees of partner companies. You will educate clients on topics such as stock options, budgeting, retirement and debt management, while shaping our Spain expansion.

Ideal candidates hold EQF 4–6 or Spain-equivalent designations, are in CNMV good standing, have 4+ years in financial planning or investment advisory at an EAFI, and are fluent in Spanish and English.

Formación

• Active professional designations including European Financial Advisor® (EQF 4, EQF 5, EQF 6) or Spain equivalents.

Responsabilidades

• Conduct one-on-one education sessions with employees of partner companies on topics like stock options, retirement, budgeting and debt management.
• Contribute to content development, programming and product for Addition Wealth.

Conocimientos

Bilingual Spanish & English

Financial planning

Investment advisory

CNMV compliance

Client education

Descripción del empleo

Addition Wealth seeks financial professionals in Spain for a part-time, contract role to deliver personalized financial wellness to employees of partner companies. You will educate clients on topics such as stock options, budgeting, retirement and debt management, while shaping our Spain expansion.

Ideal candidates hold EQF 4–6 or Spain-equivalent designations, are in CNMV good standing, have 4+ years in financial planning or investment advisory at an EAFI, and are fluent in Spanish and English.