Note: The job is a remote job and is open to candidates in USA. Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. They are seeking individuals who are Certified Financial Planners or Certified Public Accountants to provide financial education and contribute to content development.
Responsibilities
- 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
Skills
- 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 at a Registered Investment Advisor
Benefits
- Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want.
- We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA!
- Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
Company Overview