Addition Wealth is a holistic financial wellness platform that empowers employees to make informed financial decisions through a tech-forward approach. By integrating digital tools, community events, expert content, and access to financial professionals, Addition ensures personalized financial expertise is inclusive and accessible. As partners with forward-thinking employers, Addition helps maximize the financial potential of their workforce.
Open Positions
Experienced Financial Professional (India Only; Professional Designations Required)
CFP, CPA, or other professional designation, and at least 4 years of experience in financial planning
BILINGUAL – Experienced Financial Professional (US Only; Professional Designations Required)
CFP required, 4+ years of experience in financial planning, and proficiency in English and Spanish
Experienced Financial Professional (Mexico Only; Professional Designations Required)
Professional designations required, at least 4 years of experience in financial planning, excellent communication skills in Spanish and English
Senior Product Manager
5+ years of product management experience. User-centered mindset and strong analytical/problem-solving skills are required. Leading cross-functional teams and prioritizing product goals
Experienced Financial Professional (UK Only; Professional Designations Required)
CFP, European Financial Advisor, or comparable UK-specific designations, 4+ years of experience, outstanding verbal and written communication
Experienced Financial Professional (US Only; Professional Designations Required)
CFP required, 4+ years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Experienced Financial Professional (France Only; Professional Designations Required)
CFP, CGPC Certification or European Financial Advisor ®, 4+ years of experience in financial planning, managed accounts, or investment advisory
Enterprise Revenue Operations Manager
5+ years of experience in enterprise sales revenue operations, strong experience with CRM systems, and proven project management skills
Experienced Financial Professional (Spain Only; Professional Designations Required)
4+ years of experience in financial planning, European Financial Advisor designation, excellent Spanish and English communication skills
Experienced Financial Professional (Canada Only; Professional Designations Required)
CFP, PFA, ChFC, 4+ years of experience in financial planning, managed accounts, or investment advisory
+15 More Jobs Available!
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