Experienced Financial Professional (US Only; Professional Designations Required)

Job description

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit. We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals. What you will do: - 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 Preferred Qualifications: - 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 a...