Experienced Financial Professional

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

📋 Description

• Conduct individual sessions with employees at Addition Wealth’s partner companies to educate them on various personal finance subjects (e.g., stock options, retirement planning, budgeting & savings, debt management, etc.)

• Assist in the development of content, programming, and products for the organization.

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

⛳️ Requirements

• CFP certification is required.

• CPA (Certified Public Accountant) and other professional designations are highly preferred.

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

• Exceptional verbal and written communication skills in English.

🏝️ Benefits

• Flexible working hours and the ability to work from anywhere.

• By partnering with Addition Wealth, you can choose your working hours and location. We do not impose a set number of hours, allowing you to work alongside your own business.

• Contribute to the creation of innovative financial products: Help us develop solutions for today’s workforce, where your input directly influences our technology, culture, and company direction.

• Access state-of-the-art technology: Be among the first to utilize Addition's proprietary technology to streamline your work processes.

• Propel the industry forward: Play a role in transforming a traditional industry to make personalized financial insights available to everyone.

• Concentrate on your strengths: Focus on financial planning and client relationships while we take care of marketing and sales inquiries, bringing users directly to you.