Bilingual CFP Financial Planner — Remote & Equity

Addition Wealth; United States; On-site; USD 95,000 - 180,000; Full time

Benefits offered by this job

401(k) with employer match

Remote-first with NY base

Health insurance & wellness benefits

Equity compensation

Generous parental leave

Unlimited vacation

Company offsites

Access to financial professionals

Job summary

Addition Wealth is seeking experienced financial professionals to educate employees and families on personal finance topics while shaping our content, programming, and expansion strategy. This remote-first role requires strong English/Spanish communication and a passion for financial planning with an emphasis on client education.

With at least 4 years in financial planning and investment advisory at a Registered Investment Advisor, you will collaborate with leadership to build scalable education

Qualifications

• Minimum 4 years in financial planning, managed accounts, or investment advisory at an RIA.
• CFP is required; CPA/EA and other designations strongly preferred.

Responsibilities

• Educate employees and their families on personal finance topics (e.g., stock options, retirement, budgeting).
• Contribute to content development, programming and product for Addition Wealth.
• Partner with leadership to create expansion frameworks.

Skills

Financial planning

Client advisory

Bilingual EN/ES

Education

CFP

CPA

EA

Job description

Addition Wealth is seeking experienced financial professionals to educate employees and families on personal finance topics while shaping our content, programming, and expansion strategy. This remote-first role requires strong English/Spanish communication and a passion for financial planning with an emphasis on client education.

With at least 4 years in financial planning and investment advisory at a Registered Investment Advisor, you will collaborate with leadership to build scalable education