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

• Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations
• Passionate about our mission, financial planning and providing a great customer experience

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

Preferred Qualifications

• One or more active professional designations including CFP, CPA, AMIB designations, or comparable Mexico-specific designations
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Outstanding verbal and written communication in Spanish and English

Benefits

Flexible hours and work from anywhere