Experienced Financial Professional (Mexico Only; Professional Designations Required)

Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. It works with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and top financial professionals to better understand their finances and navigate personal finance decisions.

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, retirement, budgeting & savings, 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

Certified Financial Planner (CFP), Certified Public Accountant (CPA), or other professional designations; At least 4 years of experience in financial planning, managed accounts, or investment advisory; Outstanding verbal and written communication in Spanish and English

Benefits

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