BILINGUAL – Experienced Financial Professional (US Only; Professional Designations Required) - Remote

Overview

Addition Wealth is on a mission to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money through financial wellness and literacy as an employee benefit.

In Short

• Join a network of financial professionals.
• Provide financial wellness and literacy as an employee benefit.
• Work with leading companies.
• Be passionate about financial planning.
• Deliver a great customer experience.
• Must have CFP, CPA, or other professional designations.
• Focus on empowering employees with financial expertise.
• Contribute to a mission-driven organization.
• Engage with clients to enhance their financial knowledge.
• Collaborate with a team of financial experts.

Requirements

• Certified Financial Planner (CFP) or Certified Public Accountant (CPA) designation.
• Passion for financial planning.
• Strong customer service skills.
• Ability to work collaboratively.
• Commitment to financial wellness.
• Experience in financial literacy programs.
• Excellent communication skills.
• Professional demeanor.
• Ability to engage with diverse clients.
• Willingness to learn and grow in the field.

Benefits

• Opportunity to make a difference in people's financial lives.
• Access to a network of professionals.
• Supportive work environment.
• Professional development opportunities.
• Flexible work arrangements.
• Competitive compensation.
• Engaging company culture.
• Resources for continuous learning.
• Impactful work in financial wellness.
• Collaboration with leading companies.