Experienced Financial Professional
Job Description:
• 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
Requirements:
• 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
Benefits:
• Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
• 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 make 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.
• 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!
Apply tot his job
Apply To this Job
• 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
Requirements:
• 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
Benefits:
• Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
• 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 make 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.
• 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!
Apply tot his job
Apply To this Job