Experienced Financial Professional (US Only; Professional Designations Required)

6 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 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

Similar Roles

Financial Planning & Analysis (FP&A) Analyst

Truss 51-250 Internet Software & Services

Truss is seeking a fully remote Senior FP&A Analyst on a six-month contract to own budgeting, forecasting, financial modeling, project profitability analysis, and finance process modernization for its government technology consultancy.

Looker Power BI Tableau
1 week, 2 days ago

Advisory & Transaction Services Expert (M&A / Valuation)

Weekday 11-50 Construction & Engineering

Work as a transaction advisory and valuation professional for a leading AI lab, converting real M&A, due diligence, and valuation expertise into structured training data that improves AI deal analysis.

2 weeks, 6 days ago

Corporate / Controllership Accountant

Weekday 11-50 Construction & Engineering

As an independent contractor supporting a leading AI lab, you will transform corporate accounting and controllership workflows into high-quality training data that helps AI reason about financial reporting, close, and accounting operations.

NetSuite Oracle SAP
3 weeks ago

Biotech Investment Analyst - Drug Asset & Company Assessment

Weekday 11-50 Construction & Engineering

A client’s biotech and pharma research team is seeking a US-based biotech investment analyst from a specialist fund to evaluate commercial drugs and development programs through a paid pilot.

3 weeks 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