Experienced Financial Professional (France Only; Professional Designations Required)

Addition Wealth is expanding its global presence and searching for financial professionals (CFP, CGPC Certification, etc) in France who are passionate about its mission, financial planning and providing a great customer experience. This is a part-time, contractor position. The role would be Addition Wealth's first financial professional in France, helping guide and shape the company's strategy for delivering best-in-class financial wellness. Addition Wealth works with leading companies to provide employees access to digital tools, a knowledge center, and top financial professionals.

Responsibilities

Conduct one-on-ones with employees at Addition Wealth's partner companies to provide education on personal finance topics (e.g. stock options, real estate, estate planning, retirement, assurance vie, budgeting, debt management); Contribute to content development, programming and product for the company; Partner with Addition Wealth's leadership team to create frameworks for expansion

Requirements

One or more active professional designations including CFP® (Certified Financial Planner), CGPC Certification or European Financial Advisor® (EQF 4, EQF5 or EQF 6); Must be in good standing with the Autorité des Marchés Financiers (AMF); At least 4 years of experience in financial planning, managed accounts, or investment advisory; Outstanding verbal and written communication in French and English

Benefits

Flexible hours and work from anywhere; No dedicated number of hours required; Focus on financial planning and clients without marketing or sales calls; Access to Addition's proprietary best-in-class technology; Opportunity to help build new financial products and shape company strategy