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Experienced Financial Professional (France Only; Professional Designations Required)

3 months, 1 week ago
France
Contract
Mid Level
Financial Analyst
Finance and Accounting
Apply Now
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
View All Jobs 8

Description

  • Conduct one-on-one financial education sessions for employees at partner companies.
  • Advise on personal finance topics including stock options, real estate, estate planning, retirement, assurance vie, budgeting, and debt management.
  • Contribute to content development, programming, and product initiatives.
  • Partner with leadership to build frameworks for international expansion.
  • Help shape Addition Wealth’s strategy for delivering financial wellness in France.
  • Provide a high-quality customer experience to employees seeking financial guidance.

Requirements

  • Must be based in France.
  • One or more active professional designations, such as CFP®, CGPC Certification, or European Financial Advisor® (EQF 4, EQF 5, or EQF 6).
  • Must be in good standing with the Autorité des Marchés Financiers (AMF).
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory.
  • Outstanding verbal and written communication skills in both French and English.
  • Passion for financial planning and customer service.
  • Ability to work on a part-time, contractor basis.
  • Interest in helping build a financial wellness product for a new market.

Benefits

  • Flexible hours with the ability to work from anywhere.
  • Part-time, contract position that can be combined with your own business.
  • No requirement for a dedicated number of hours.
  • Access to Addition Wealth’s proprietary technology.
  • Opportunity to help build new financial products and influence company strategy.
  • Direct impact on the company’s technology, culture, and product direction.
  • No marketing or sales calls required; the company brings users to you.

Interested in this position?

Apply directly on the company website

Apply Now

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