Financial Wellness Educator — Flexible, Remote (Part-Time)

Addition Wealth; México; Remote; MXN 240,000 - 420,000; Part time

Job summary

Addition Wealth is seeking a part-time, contract Financial Education Advisor to educate employees of partner companies on personal finance topics, including stock options, real estate, retirement, budgeting and debt management. You will also help shape content and product strategy while collaborating with leadership to build expansion frameworks.

Requirements include 4+ years in financial planning or advisory and fluency in Spanish and English, plus active designations (CFP, CPA, AMIB) or

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.

Responsibilities

• Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics.
• Contribute to content development, programming and product for the company.
• Partner with Addition Wealth’s leadership team to create frameworks for expansion.

Skills

CFP designation

CPA designation

AMIB designation

Job description

Addition Wealth is seeking a part-time, contract Financial Education Advisor to educate employees of partner companies on personal finance topics, including stock options, real estate, retirement, budgeting and debt management. You will also help shape content and product strategy while collaborating with leadership to build expansion frameworks.

Requirements include 4+ years in financial planning or advisory and fluency in Spanish and English, plus active designations (CFP, CPA, AMIB) or