# Bilingual – Experienced Financial Professional

**Company:** [Addition Wealth](https://hotfix.jobs/companies/addition-wealth)
**Location:** Remote
**Role:** Finance & Accounting
**Experience:** 4+ years
**Skills:** Financial Planning, Investment Advisory, Managed Accounts, Registered Investment Advisor, Certified Financial Planner, Certified Public Accountant, Enrolled Agent, Personal Finance, Retirement Planning, Debt Management
**Posted:** 2024-06-17

> 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.

## Job Description

## 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.

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