Remote Financial Professional

Summary

Join Addition Wealth's mission to make personalized financial expertise accessible and inclusive. We're searching for a part-time, contractor financial professional in Spain to provide education on personal finance topics, contribute to content development, and partner with our leadership team.

Requirements

• One or more active professional designations including European Financial Advisor ® (EQF 4, EQF 5,EQF 6) or comparable Spain-specific designations
• Must be in good standing with the Comisión Nacional del Mercado de Valores (CNMV)
• At least 4 years of experience in financial planning, managed accounts, or investment advisory at an EAFI
• Outstanding verbal and written communication in Spanish and 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, real estate, 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

Benefits

Flexible hours and work from anywhere