BILINGUAL – Experienced Financial Professional (US Only; Professional Designatio

Addition Wealth; United States; Remote; USD 120,000 - 190,000; Full time

Benefits offered by this job

Flexible hours

Work from anywhere

Proprietary technology access

Job summary

Addition Wealth is expanding its network of financial professionals by inviting CFPs, CPAs and other qualified advisors to join our team. You will conduct one-on-one sessions with employees at partner companies to educate on retirement, stock options, budgeting, debt management, and related personal finance topics.

We offer flexible hours and work-from-anywhere arrangements, plus access to our proprietary technology to deliver seamless client experiences and grow your own practice within a

Qualifications

• CFP required
• CPA/EA or other 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

Responsibilities

• Conduct one-on-one sessions with employees and families at partner companies to educate on personal finance topics (retirement, stock options, budgeting, etc.)
• Contribute to content development, programming and product for the company
• Partner with leadership to create frameworks for expansion

Skills

Bilingual English/Spanish

CFP certification

CPA or EA or other designation

Independent RIA ownership

Financial planning experience 4+ years

Education

CFP Certification

CPA/EA or other designation

Job description

At Addition Wealth , our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit. We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.

What you will do

• 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

Preferred Qualifications

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

Why work with Addition Wealth

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

About Addition Wealth

Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money. We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to promote financial literacy and revolutionize the way individuals make financial decisions. Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.

Originally posted on Himalayas