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Experienced Financial Professional (India Only; Professional Designations Required)

3 months, 1 week ago
India
Contract
Senior
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 on topics such as stock options, retirement, budgeting and savings, and debt management.
  • Contribute to content development for educational materials and programming.
  • Support product development efforts by sharing feedback and expertise.
  • Partner with Addition Wealth’s leadership team to create frameworks for expansion.
  • Provide a high-quality customer experience through personalized financial guidance.
  • Work as part of Addition Wealth’s financial professional network on a part-time, contract basis.

Requirements

  • India-based candidate only.
  • Certified Financial Planner (CFP) required.
  • CPA (Certified Public Accountant) or another professional designation strongly preferred.
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory.
  • Outstanding verbal and written communication skills in English.
  • Passion for financial planning and Addition Wealth’s mission.
  • Ability to work remotely with flexible hours.
  • Must be comfortable with a part-time, contract arrangement.
  • Experience supporting employee financial wellness or similar advisory work is a plus.

Benefits

  • Flexible hours and the ability to work from anywhere.
  • Part-time, contract position with no required minimum number of hours.
  • Opportunity to work alongside your own business.
  • No need to focus on marketing or sales calls; Addition Wealth brings the users to you.
  • Access to Addition’s proprietary technology to support your work.
  • Opportunity to help build new financial products for today’s employees.

Interested in this position?

Apply directly on the company website

Apply Now

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