Experienced Financial Professional
Addition Wealth
contract
Posted on:
Location Type: Remote
Location: India
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About the role
- Conduct one-on-ones with employees 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
- CPA (Certified Public Accountant) and other professional designation strongly preferred
- At least 4 years of experience in financial planning, managed accounts, or investment advisory
- Outstanding verbal and written communication English
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.
- 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.
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
- 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.
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
communicationone-on-one coachingcollaborationeducation
Certifications
CFPCPA