Experienced Financial Professional (US Only; Professional Designations Required)
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Addition Wealth is looking for experienced financial professionals to join their remote team as contractors. The role involves providing personalized financial expertise and support to employees of partner companies, focusing on financial wellness and literacy. Candidates should possess professional designations such as Certified Financial Planner (CFP) or Certified Public Accountant (CPA), demonstrating a strong background in financial planning. A passion for enhancing customer experiences and a commitment to the company's mission are essential for success in this position. The work is entirely remote, allowing for flexibility in the work environment. This opportunity is ideal for individuals who are dedicated to making financial knowledge accessible and inclusive. The role is suited for those who thrive in a collaborative setting and are eager to contribute to the financial well-being of others.
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.
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.
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