BILINGUAL – Experienced Financial Professional (US Only; Professional Designations Required)

At Addition Wealth, we're looking for bilingual financial professionals to provide personalized financial expertise and education to employees and families through our partner companies. You'll conduct one-on-ones, contribute to content development, and help build new financial products.

Requirements

• Certified Financial Planner (CFP)
• Certified Public Accountant (CPA) or other professional designation
• 4+ years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
• Professional working proficiency in English and Spanish

Benefits

• Drive the industry forward and make personalized financial insights accessible for all
• Focus on financial planning and clients, with no need to focus on marketing or sales calls
• Get access to best-in-class technology to make work easy and seamless
• Help build new financial products and provide feedback that directly impacts company and culture
• Flexible hours and work from anywhere, with the ability to work alongside your own business or RIA