Addition Wealth

Experienced Financial Professional – Professional Designations Required

Addition Wealth

contract

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Location Type: Remote

Location: Mexico

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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, real estate, 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

  • One or more active professional designations including CFP, CPA, AMIB designations, or comparable Mexico-specific designations
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory
  • Outstanding verbal and written communication in Spanish and English.
Benefits
  • 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.
  • 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.
  • Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
  • 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. This is a part-time, contract position.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planningmanaged accountsinvestment advisorycontent developmentprogrammingproduct development
Soft Skills
communicationone-on-one coachingcollaborationeducation
Certifications
CFPCPAAMIB