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

5 months, 1 week ago
Contract
Senior
Finance and Accounting
Addition Wealth

Addition Wealth

Addition Wealth provides a holistic financial wellness platform that offers personalized financial insights and unlimited access to certified financial advisors, empowering employees to make informed financial decisions with confidence.

Capital Markets
11-50
$4M raised

Description

  • Conduct one-on-one financial education sessions with employees and their families at partner companies.
  • Advise on personal finance topics such as stock options, retirement, budgeting, savings, and debt management.
  • Contribute to content development, programming, and product initiatives for the company.
  • Partner with Addition Wealth’s leadership team to create frameworks for expansion.
  • Provide a high-quality customer experience in all client interactions.
  • Help support the delivery of financial wellness and literacy services as an employee benefit.

Requirements

  • Professional working proficiency to read, write, and speak both English and Spanish.
  • CFP required.
  • CPA, EA, or another professional designation strongly preferred.
  • Must operate your own RIA.
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor.
  • Experience working in the United States.
  • Passion for financial planning and delivering a great customer experience.

Benefits

  • Contract, remote role with flexible hours.
  • Work from anywhere.
  • No required minimum number of hours.
  • Opportunity to work alongside your own business while building out your own RIA.
  • No need to focus on marketing or sales calls; Addition Wealth brings the users to you.
  • Access to Addition’s proprietary technology.
  • Opportunity to help build new financial products and shape company direction.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Finance operations / audit support Evaluator

Weekday 11-50 Construction & Engineering

A client is seeking remote Finance Operations/Audit Support Evaluators to assess AI-generated documents, spreadsheets, and slide decks for accuracy, rigor, and domain quality.

3 days, 13 hours ago

FP&A / corporate finance Evaluator

Weekday 11-50 Construction & Engineering

An independent contractor will evaluate AI-generated FP&A and corporate finance documents, spreadsheets, and presentations for accuracy, rigor, and domain quality in a fully remote engagement.

5 days, 13 hours ago

Submission Review Analyst - (Accountant/Book Keeper/Financial Analyst) #34250

Join an Australian SaaS company in the financial viability industry as a Submission Review (Financial) Analyst, reviewing, reconciling, and preparing financial information for business assessments.

5 days, 13 hours ago

Freelance Market Analyst

Hire Digital 51-250 Internet Software & Services

Freelance, remote Market Analyst producing timely trader-focused analysis and commentary on global and APAC equities, indices, forex, and commodities to explain market movements and inform trading decisions.

1 week, 4 days ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers