Remote Financial Professional

Summary

Join Addition Wealth in expanding our global presence as a part-time, contractor financial professional in France. You will conduct one-on-ones with employees to provide education on personal finance topics, contribute to content development, and partner with leadership to create frameworks for expansion.

Requirements

• One or more active professional designations including CFP® (Certified Financial Planner), CGPC Certification or European Financial Advisor ® (EQF 4, EQF5 or EQF 6)
• Must be in good standing with the Autorité des Marchés Financiers (AMF)
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Outstanding verbal and written communication in French 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, estate planning, retirement, assurance vie, 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

Benefits

Flexible hours and work from anywhere