Remote Financial Professional

Summary

Join our network of financial professionals to provide personalized financial expertise to employees at leading companies.

Requirements

• CFP required
• At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor

Responsibilities

• 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

Preferred Qualifications

CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred

Benefits

Flexible hours and work from anywhere