Summary
Join our network of financial professionals to provide personalized financial expertise to employees and their families, and help transform the industry forward.
Responsibilities
- Conduct one-on-ones with employees, and their families, at Addition Wealthβs 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 Wealthβs leadership team to create frameworks for expansion
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