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.
What you will do- Conduct one-on-ones with employees, and their families, at Addition Wealth's partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with Addition Wealth's leadership team to create frameworks for expansion
Preferred Qualifications- Professional working proficiency to read, write, and speak English and Spanish
- CFP required
- CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
- Must operate own RIA
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
