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Experienced Financial Professional (Spain Only; Professional Designations Required)

3 months, 1 week ago
Spain
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 with employees at partner companies on personal finance topics such as stock options, retirement, budgeting and savings, debt management, and real estate.
  • Contribute to the development of content, programming, and product initiatives for the company.
  • Partner with Addition Wealth’s leadership team to create frameworks for expansion in Spain.
  • Help guide and shape Addition Wealth’s strategy for delivering financial wellness services in the region.
  • Provide a high-quality customer experience through personalized financial guidance.
  • Support the company’s mission to make financial expertise accessible and inclusive for employees.

Requirements

  • One or more active professional designations, such as European Financial Advisor® (EQF 4, EQF 5, EQF 6) or comparable Spain-specific designations.
  • Must be in good standing with the Comisión Nacional del Mercado de Valores (CNMV).
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory at an EAFI.
  • Outstanding verbal and written communication skills in Spanish and English.
  • Must be located in Spain.
  • This is a part-time contractor position.
  • Passion for financial planning and delivering a great customer experience.

Benefits

  • Part-time contractor role with flexible hours.
  • Remote work from anywhere.
  • No required set number of hours.
  • Opportunity to work alongside your own business.
  • Access to Addition’s proprietary technology.
  • Opportunity to help build new financial products.
  • Direct influence on the company’s technology, culture, and growth.

Interested in this position?

Apply directly on the company website

Apply Now

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