Remote Financial Professional

Summary

Join our network of financial professionals to provide education on personal finance topics, contribute to content development, and partner with leadership to create frameworks for expansion.

Requirements

• CFP required
• Outstanding verbal and written communication English

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) and other professional designation strongly preferred
• At least 4 years of experience in financial planning, managed accounts, or investment advisory

Benefits

Flexible hours and work from anywhere