Experienced Financial Professional – Professional Designations Required

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

📋 Description

• Conduct individual meetings with employees from Addition Wealth’s partner companies to educate them on various personal finance topics, such as stock options, real estate, retirement, budgeting & savings, and debt management.

• 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

• Possession of one or more active professional designations, including CFP, CPA, AMIB designations, or equivalent Mexico-specific qualifications.

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

• Exceptional verbal and written communication skills in both Spanish and English.

🏝️ Benefits

• Drive the industry forward: Play a crucial role in transforming an outdated industry by making personalized financial insights accessible to everyone.

• Focus on what you do best: Concentrate on financial planning and client relations while we manage the marketing and sales aspects, bringing users to you.

• Take advantage of the best-in-class technology: Gain early access to Addition's proprietary technology, simplifying your work process.

• Help build new financial products: Contribute to the development of solutions for today’s employees, with your feedback directly influencing our technology, company, and culture.

• Flexible hours and work from anywhere: Joining Addition Wealth allows you to set your own hours and work from any location. We do not impose a required number of hours, enabling you to work with us alongside your own business. This is a part-time, contract position.