Experienced Financial Expert
hace 4 semanas
About Addition Wealth
Addition Wealth is a pioneering financial wellness benefits platform that is revolutionizing the way individuals make financial decisions. Our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money.
Our Vision
We envision a future where financial health is a top priority for individuals and organizations alike. We believe that everyone deserves access to robust digital tools, an extensive knowledge center, and expert financial guidance to navigate personal finance decisions.
Our Approach
We partner with leading companies to provide employees with a comprehensive financial wellness program. Our approach is centered around providing education, resources, and support to help employees achieve their financial goals.
Job Summary
We are seeking a highly skilled and experienced financial professional to join our network of experts. As a Financial Wellness Specialist, you will play a critical role in helping employees achieve financial stability and security.
Key Responsibilities
- Conduct one-on-one sessions with employees to provide education on personal finance topics, including budgeting, savings, debt management, and retirement planning.
- Contribute to the development of content, programming, and products that support our financial wellness program.
- Partner with our leadership team to create frameworks for expansion and growth.
Requirements
- 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.
- Outstanding verbal and written communication skills in Spanish and English.
Why Work with Addition Wealth
As a Financial Wellness Specialist with Addition Wealth, you will have the opportunity to:
- Drive innovation and growth in the financial wellness industry.
- Focus on what you do best – providing expert financial guidance to employees.
- Take advantage of best-in-class technology to make your work easy and seamless.
- Help build new financial products that meet the evolving needs of employees.
- Enjoy flexible hours and the ability to work from anywhere.
About You
We are looking for a highly motivated and experienced financial professional who is passionate about promoting financial literacy and making a positive impact on people's lives. If you are a Certified Financial Planner, Certified Public Accountant, or have other professional designations, and are looking for a challenging and rewarding role, we encourage you to apply.
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