Remote Financial Wellness Advisor (CFP/CPA)

Addition; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Flexible hours

Work from anywhere

Job summary

Addition Wealth is seeking finance professionals to educate employees at partner companies on personal finance topics, including stock options, retirement planning, budgeting, and debt management. You will also contribute to content development and product initiatives, and partner with leadership to create expansion frameworks.

Preferred candidates hold CFP or CPA/EA designations and have 4+ years in financial planning or investment advisory at an RIA, with the ability to work remotely across

Qualifications

• CFP required
• CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
• At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor

Responsibilities

• Conduct one-on-ones with employees at Addition Wealth's partner companies to provide education on personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management)
• Contribute to content development, programming and product for the company
• Partner with Addition Wealth's leadership team to create frameworks for expansion

Skills

Financial planning

Client education

Education

CFP

CPA

EA

Job description

Addition Wealth is seeking finance professionals to educate employees at partner companies on personal finance topics, including stock options, retirement planning, budgeting, and debt management. You will also contribute to content development and product initiatives, and partner with leadership to create expansion frameworks.

Preferred candidates hold CFP or CPA/EA designations and have 4+ years in financial planning or investment advisory at an RIA, with the ability to work remotely across