Remote CFP/CPA Financial Wellness Advisor

Addition; United States; Remote; USD 83,000 - 152,000; Part time

Benefits offered by this job

Flexible hours

Work from anywhere

Part-time contract

Job summary

Addition Wealth is seeking qualified financial professionals to educate employees at partner companies through one-on-one sessions on topics like stock options, retirement, budgeting, and debt management.

You will contribute to content development, program design and product offerings while collaborating with leadership to build scalable frameworks for expansion. This is a part-time, contract role with flexible hours and remote work.

Qualifications

• Active professional designations CFP or CPA or AMIB or comparable designation.
• 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-one education sessions with employees at partner companies on personal finance topics.
• Contribute to content development, programming and product for the company.
• Partner with leadership to create frameworks for expansion.

Skills

Bilingual Spanish/English

Education

CFP or CPA designation

AMIB designation or comparable Mexico designation

Job description

Addition Wealth is seeking qualified financial professionals to educate employees at partner companies through one-on-one sessions on topics like stock options, retirement, budgeting, and debt management.

You will contribute to content development, program design and product offerings while collaborating with leadership to build scalable frameworks for expansion. This is a part-time, contract role with flexible hours and remote work.