Financial Professional

Addition Wealth Logo

Addition Wealth

📍Remote - India

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

Remote

Finance & Legal

Mid-level

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