Financial Professional (US)
Addition Wealth
Accounting & Finance
United States
Posted on Thursday, February 24, 2022
Overview
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
Want to join the future of financial benefits and focus on what you love?
Addition is expanding our global network of financial advisors to provide guidance and education to employees everywhere. We are in search of a certified financial planner, CPA, or other financial professional that is passionate about providing great customer experiences and financial expertise.
Your Role:
-One on ones with employees at our partner companies to provide education on a variety of financial and tax topics (e.g. stock options, personal finance, investments, etc.)
-Opportunity to contribute to content development, programming and product for the company
-Partner with leadership to create the country specific framework
-Flexible hours - you set your schedule and availability
Why work with Addition
- 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 wellness and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
- International coverage: In another country? No problem—we support employees around the world to help them make the most of their money.
- 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 employee. Your feedback directly impacts our technology, company and culture.
- Flexible hours and work from anywhere: Partnering with Addition means you work the hours you want, from the location you want.