Experienced Financial Professional (India Only; Professional Designations Required) - Remote

Overview

Addition Wealth is dedicated to making personalized financial expertise accessible and inclusive, empowering employees to manage their finances effectively.

In Short

• Join a mission-driven company focused on financial wellness.
• Work with leading companies to provide financial literacy as an employee benefit.
• Seeking Certified Financial Planners (CFP) and Certified Public Accountants (CPA).
• Passion for financial planning is essential.
• Provide exceptional customer experience.
• Be part of a network of financial professionals.
• Contribute to empowering employees financially.
• Engage in a collaborative work environment.
• Opportunity to make a significant impact.
• Work in a supportive and inclusive culture.

Requirements

• Must be a Certified Financial Planner (CFP) or Certified Public Accountant (CPA).
• Other professional designations are also welcome.
• Strong passion for financial planning.
• Excellent communication skills.
• Ability to provide a great customer experience.
• Commitment to the mission of financial wellness.
• Team player with a collaborative mindset.
• Experience in financial services is a plus.
• Willingness to learn and grow in the field.
• Dedication to empowering others financially.

Benefits

• Opportunity to work with a mission-driven team.
• Access to professional development resources.
• Flexible work environment.
• Supportive company culture.
• Networking opportunities with financial professionals.
• Impactful work that empowers employees.
• Competitive compensation package.
• Health and wellness benefits.
• Work-life balance initiatives.
• Inclusive workplace.