Remote Financial Professional
Addition Wealth
📍Remote - United States
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Job highlights
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
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Please let Addition Wealth know you found this job on JobsCollider. Thanks! 🙏