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Experienced Financial Expert

hace 2 meses

Málaga, Málaga, España Addition A tiempo completo
About the Role

At Addition Wealth, our mission is to revolutionize the way individuals make financial decisions by providing personalized financial expertise and empowering employees to make the most of their money.

Key Responsibilities
  • Conduct one-on-one sessions with employees at partner companies to educate them on various personal finance topics, including stock options, real estate, retirement, budgeting, and debt management.
  • Contribute to content development, programming, and product creation for the company.
  • Partner with Addition Wealth's leadership team to create frameworks for expansion and drive business growth.
Requirements
  • One or more active professional designations, including 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 Work with Addition Wealth
  • Drive industry innovation: Help transform the financial industry and make personalized financial insights accessible to all.
  • Focus on what you do best: Concentrate on financial planning and clients, while Addition Wealth handles the rest.
  • Take advantage of best-in-class technology: Be the first to access Addition's proprietary technology to make your work easy and seamless.
  • Help build new financial products: Contribute to the development of innovative financial solutions that meet the needs of today's employees.
  • Enjoy flexible hours and remote work: Partner with Addition Wealth and work from anywhere, with flexible hours that suit your needs.