Experienced Financial Professional – Professional Designations Required

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

📋 Description

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

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

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

⛳️ Requirements

• Possession of one or more active professional designations, including European Financial Advisor ® (EQF 4, EQF 5, EQF 6) or relevant Spain-specific qualifications.

• Must maintain good standing with the Comisión Nacional del Mercado de Valores (CNMV).

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

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

🏝️ Benefits

• Drive the industry forward: Contribute to transforming an outdated industry and making personalized financial insights accessible to all.

• Focus on what you do best: Concentrate on financial planning and clients while we manage 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 among the first to access Addition's proprietary technology to streamline your work.

• Help build new financial products: Assist us in creating solutions for today’s employees. Your feedback will have a direct impact on our technology, company, and culture.

• Flexible hours and work from anywhere: Partnering with Addition Wealth allows you to choose your working hours and location. There is no requirement for a dedicated number of hours, and you are welcome to work with us alongside your own business. This is a part-time, contract role.