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Experienced Financial Professional (US Only; Professional Designations Required)

3 months, 1 week ago
United States
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 with employees at Addition Wealth’s partner companies.
  • Advise employees on personal finance topics such as stock options, retirement, budgeting and 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.
  • Help improve the employee financial wellness experience through direct client support and feedback.
  • Provide a high-quality customer experience in a remote, contract-based setting.

Requirements

  • U.S.-based candidate only.
  • Certified Financial Planner (CFP) designation required.
  • CPA, EA, and other professional designations are strongly preferred.
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor.
  • Passion for financial planning and Addition Wealth’s mission.
  • Experience working with employees or individual clients on personal finance topics is preferred.
  • Ability to work remotely with flexible hours.
  • Willingness to work alongside an existing business or independent practice is welcome.

Benefits

  • Contract, remote role with flexible hours.
  • Work from anywhere without a dedicated number of required hours.
  • Opportunity to continue working alongside your own business or RIA.
  • No marketing or sales calls; Addition Wealth brings the users to you.
  • Access to Addition Wealth’s proprietary technology.
  • Opportunity to help build new financial products.
  • Chance to directly influence company technology, culture, and product direction.

Interested in this position?

Apply directly on the company website

Apply Now

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