Latest Finance & Accounting jobs at Addition Wealth

Provides personalized financial education and planning to employees and their families through one-on-one consultations. Requires CFP certification, operation of an own RIA, bilingual English-Spanish proficiency, and at least four years of relevant advisory experience.

Provides one-on-one personal finance education to employees, contributes to financial content and product development, and helps shape expansion frameworks. Requires CFP certification and at least four years of financial planning or investment advisory experience.