Experienced Financial Professional (Mexico Only; Professional Designations Required)

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit.

Requirements

• One or more active professional designations including CFP, CPA, AMIB designations, or comparable Mexico-specific 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

• Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all
• Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest
• 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
• Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture
• Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want