Senior Financial Planner
hace 7 días
About the Role:
At Addition Wealth, we're on a mission to make personalized financial expertise accessible and inclusive for all. We're searching for a Senior Financial Planner who shares our passion for financial planning and delivering exceptional customer experiences.
Key Responsibilities:
- Conduct one-on-one sessions with employees at our partner companies to educate them on various personal finance topics, including stock options, real estate, retirement, budgeting, savings, and debt management.
- Collaborate with our leadership team to develop frameworks for expansion and contribute to content creation, programming, and product development.
Requirements:
- Must have one or more active professional designations, such as European Financial Advisor (EQF 4, EQF 5, EQF 6), or comparable Spain-specific designations.
- Must be in good standing with the Comisión Nacional del Mercado de Valores (CNMV).
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at an EAFI.
- Outstanding verbal and written communication skills in Spanish and English.
Why Join Addition Wealth?
Here are just a few reasons why you'll love working with us:
- Be part of a team that's driving the industry forward and making personalized financial insights accessible to all.
- Focusing on what you do best – financial planning and clients – while we handle the rest.
- Take advantage of our best-in-class technology to make your work seamless and easy.
- Help build new financial products that directly impact our technology, company, and culture.
- Enjoy flexible hours and the freedom to work from anywhere, with no dedicated number of hours required.
About Addition Wealth:
We're transforming financial health by making personalized financial expertise inclusive and accessible to all. We partner with leading companies to provide employees with robust digital tools, an extensive knowledge center, and access to top financial professionals to navigate personal finance decisions.
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