Bilingual Financial Professional

June 18

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Addition Wealth

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Helping employees make smart financial decisions.

11 - 50

💰 $4.2M Seed Round on 2022-02

Description

• 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

Requirements

• 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 • At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor

Benefits

• 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!