Bilingual Financial Professional

Addition Wealth Logo

Addition Wealth

πŸ“Remote - United States

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 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

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