Financial Professional

March 23, 2023

🏡 Remote – New York

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Logo of Addition Wealth

Addition Wealth

Helping employees make smart financial decisions.

11 - 50

💰 $4.2M Seed Round on 2022-02

Description

• 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.) • Partner with leadership to create the country specific framework

Requirements

• Certified financial planner, CPA, or other financial professional • Passionate about providing great customer experiences and financial expertise

Benefits

• Flexible hours and work from anywhere • International coverage • Access to Addition's proprietary technology • Opportunity to contribute to content development, programming and product for the company • Focus on financial wellness and clients, and we'll handle the rest

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