Experienced Financial Professional (US 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 are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.

Requirements

• Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics
• Contribute to content development, programming and product for the company
• Partner with Addition Wealth’s leadership team to create frameworks for expansion

Benefits

• Flexible hours and work from anywhere
• Take advantage of the best-in-class technology
• Help build new financial products