Remote Financial Professional

Summary

Join Addition Wealth's mission to make personalized financial expertise accessible and inclusive. We're searching for part-time, contractor financial professionals in the UK who are passionate about our mission, financial planning, and providing a great customer experience.

Requirements

• One or more active professional designations including CFP (Certified Financial Planner), European Financial Advisor (EQF 4, EQF 5,EQF 6), or comparable UK-specific designations
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Outstanding verbal and written communication

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, estate planning, retirement, budgeting, 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