Experienced Financial Professional

This is a fully remote position, open to applicants in France.

📋 Description

• Facilitate individual meetings with employees from Addition Wealth’s partner firms to educate them on various personal finance subjects (e.g., stock options, real estate, estate planning, retirement, life insurance, budgeting, debt management, etc.)

• Assist in the creation of content, development of programs, and initiatives related to products for the company.

• Collaborate with Addition Wealth’s leadership team to establish frameworks for growth and expansion.

⛳️ Requirements

• Possess one or more active professional certifications such as CFP® (Certified Financial Planner), CGPC certification, or European Financial Advisor® (EQF 4, EQF 5, or EQF 6).

• Maintain good standing with the Autorité des Marchés Financiers (AMF).

• Have a minimum of 4 years of experience in financial planning, managed accounts, or investment advisory.

• Demonstrate excellent verbal and written communication abilities in both French and English.

🏝️ Benefits

• Propel the industry forward: Play a key role in transforming a traditional industry and making personalized financial insights accessible to all.

• Focus on your strengths: Dedicate your efforts to financial planning and client interactions while we manage marketing and user acquisition — we attract the users for you.

• Gain access to cutting-edge technology: Be among the first to utilize Addition's proprietary technology designed to streamline your work processes.

• Contribute to the development of new financial products: Shape product evolution for today’s workforce — your insights will directly influence our technology, company, and culture.

• Enjoy flexible hours and work remotely: Choose your working hours and locations. There’s no minimum hour requirement; you can work with us alongside your own business. This role is part-time and contract-based.