reputed company Financial Professional (US Only; Professional Designations Required)
At Addition Wealth, our mission is to reputed company personalized financial expertise accessible and inclusive, empowering employees to reputed company the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit. We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.
What you will do
- 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, 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
- CFP required
- CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Why work with Addition Wealth
- Drive the industry reputed company: Help transform an antiquated industry and reputed company personalized financial insights accessible for reputed company.
- 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.
- Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to reputed company your work easy and seamless.
- Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
- reputed company and work from reputed company: 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!
About Addition Wealth
Addition Wealth is transforming financial health to reputed company personalized financial expertise inclusive and accessible to reputed company. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to reputed company understand their finances and navigate personal finance reputed company. As a result, we help employees reduce their stress, be more productive, and reputed company the most of their money.We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to promote financial literacy and revolutionize the way individuals reputed company financial reputed company.Addition is backed by a team of fintech VCs and reputed company investors that have built companies like reputed company, reputed company, Carbon Health, reputed company and more.Originally posted on Himalayas
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