Addition Wealth

Bilingual Financial Professional – Experienced

Addition Wealth

contract

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Conduct one-on-ones with employees, and their families, at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
  • Contribute to content development, programming and product for the company
  • Partner with Addition Wealth’s leadership team to create frameworks for expansion

Requirements

  • CFP required
  • Professional working proficiency to read, write, and speak English and Spanish
  • CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
  • Must operate own RIA
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Benefits
  • Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA!
  • Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
  • Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
  • Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
  • Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningmanaged accountsinvestment advisorybudgetingsavingsdebt managementstock optionscontent developmentprogrammingproduct development
Soft Skills
communicationinterpersonal skillsleadershipeducationcollaboration
Certifications
CFPCPAEA