Experienced Financial Expert

hace 4 semanas


Ciudad de México, Ciudad de México Addition A tiempo completo
About the Role

We are seeking a highly skilled and experienced financial professional to join our network of experts at Addition Wealth. As a key member of our team, you will play a vital role in providing personalized financial expertise to employees at our partner companies.

Key Responsibilities
  • Conduct one-on-one sessions with employees to educate them on various personal finance topics, including stock options, real estate, retirement, budgeting, and debt management.
  • Contribute to the development of content, programming, and products for the company.
  • Collaborate with our leadership team to create frameworks for expansion and growth.
Preferred Qualifications
  • One or more active professional designations, including CFP, CPA, or comparable Mexico-specific designations.
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory.
  • Excellent verbal and written communication skills in both Spanish and English.
Why Work with Addition Wealth
  • Transform the Financial Industry: Join us in revolutionizing the way individuals access personalized financial expertise.
  • Focus on What You Do Best: As a financial professional, you can concentrate on providing exceptional client service, while we handle the rest.
  • Access Best-in-Class Technology: Be among the first to utilize our proprietary technology, designed to make your work seamless and efficient.
  • Contribute to New Financial Products: Your feedback will directly impact the development of our technology, company, and culture.
  • Enjoy Flexible Hours and Remote Work: As a part-time, contract position, you will have the flexibility to work from anywhere and set your own schedule.

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