Bilingual – Experienced Financial Professional
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.
About the job
Responsibilities
- Conduct one-on-one sessions with employees and their families at partner companies, providing education on personal finance topics including stock options, retirement, budgeting and savings, and debt management.
- Contribute to content development, programming, and product initiatives.
- Partner with the leadership team to create expansion frameworks.
Requirements
- Certified Financial Planner (CFP) designation.
- Professional working proficiency in English and Spanish for reading, writing, and speaking.
- Operate an own Registered Investment Advisor (RIA).
- At least 4 years of experience in financial planning, managed accounts, or investment advisory work at a Registered Investment Advisor.
Nice-to-haves
- Certified Public Accountant (CPA), Enrolled Agent (EA), or another professional designation.
Compensation and Benefits
- Flexible hours and work from anywhere.
- No dedicated minimum number of hours required; work may be performed alongside an existing business.
- Access to Addition Wealth’s proprietary technology.
- Opportunity to contribute feedback to financial products, technology, and company culture.
Skills
Financial Planning, Investment Advisory, Managed Accounts, Registered Investment Advisor, Certified Financial Planner, Certified Public Accountant, Enrolled Agent, Personal Finance, Retirement Planning, Debt Management
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