Conduct one-on-ones with employees, and their families, 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

CFP required
Professional working proficiency to read, write, and speak English and Spanish
CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
Must operate own RIA
At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor

Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA!
Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.

Bilingual Financial Professional – Experienced

Key skills