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Experienced Financial Expert
hace 2 meses
We are seeking a highly skilled Financial Wellness Professional to join our team at Addition Wealth. As a key member of our global expansion, you will play a crucial role in shaping our strategy for delivering best-in-class financial wellness.
Key Responsibilities- Client Education: Conduct one-on-one sessions with employees at our partner companies to provide expert guidance on personal finance topics, including stock options, real estate, retirement, budgeting, and debt management.
- Content Development: Contribute to the creation of engaging content, programming, and product for the company, ensuring a seamless user experience.
- Strategic Partnerships: Collaborate with our leadership team to develop frameworks for expansion, driving business growth and innovation.
- Professional Designations: Hold one or more active professional designations, including European Financial Advisor (EQF 4, EQF 5, EQF 6) or comparable Spain-specific designations.
- Regulatory Compliance: Be in good standing with the Comisión Nacional del Mercado de Valores (CNMV).
- Industry Experience: Possess at least 4 years of experience in financial planning, managed accounts, or investment advisory at an EAFI.
- Language Skills: Demonstrate outstanding verbal and written communication skills in Spanish and English.
- Industry Leadership: Contribute to the transformation of the financial industry, making personalized financial insights accessible to all.
- Focus on Expertise: Concentrate on financial planning and client relationships, while we handle the rest, including marketing and sales.
- cutting-edge Technology: Leverage our proprietary technology to streamline your work and enhance the client experience.
- Product Development: Collaborate with our team to create innovative financial products that meet the evolving needs of our clients.
- Flexible Work Arrangements: Enjoy flexible hours and the ability to work from anywhere, with no dedicated number of hours required.
We are a fintech company dedicated to 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. Our mission is to empower individuals to make informed financial decisions, reduce stress, and maximize their financial well-being.
We are backed by a team of experienced fintech VCs and angel investors who have built successful companies like Carta, Acorns, Carbon Health, and Betterment. Join us in revolutionizing the way individuals approach financial decision-making and shaping the future of financial wellness.
