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Addition
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Yesterday
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Conduct one-on-ones with employees to educate them on various personal finance topics. Develop content and programming, and collaborate with leadership to create expansion frameworks.
Yesterday
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As a Bilingual Financial Professional at Addition Wealth, you will provide personalized financial education to employees and their families, develop content, and partner with leadership to create expansion frameworks. You should have at least four years of experience in financial planning or investment advisory and hold professional designations such as CFP or CPA.
2 Days Ago
Other
As a financial professional at Addition Wealth, you will provide personalized education on personal finance topics to employees, contribute to content development, and collaborate with leadership to shape the company's strategy in Spain. This role emphasizes financial planning, client interaction, and utilizing advanced technology to enhance the customer experience.
2 Days Ago
Other
As an Experienced Financial Professional at Addition Wealth, you will provide personalized financial guidance to employees, develop educational content, and collaborate with leadership to shape financial wellness strategies.
19 Days Ago
Other
As an Experienced Financial Professional at Addition Wealth, you will conduct one-on-ones with employees to provide financial education, contribute to content and programming, and collaborate with leadership to shape the company's strategy for financial wellness.
19 Days Ago
Other
As a Financial Professional at Addition Wealth, you will conduct one-on-ones with employees to educate them on personal finance topics, contribute to content development, and collaborate with leadership on expansion strategies. You will utilize your financial expertise to provide a great customer experience and drive industry transformation with accessible financial insights.
19 Days Ago
Other
Provide personalized financial education and planning services to employees at partner companies, contribute to content and product development, and collaborate with leadership to expand the organization's offerings.
Other
As a Senior Full Stack Software Engineer, you will architect and build systems, lead product development, and tackle complex integrations in the personal finance space. You'll have significant input into product strategy and drive impactful solutions that enhance customer experiences while ensuring scalability and correctness.
Other
The Head of Strategic Accounts will lead the implementation and onboarding process for enterprise clients, ensuring alignment among stakeholders and adherence to project timelines and budgets. Responsibilities include building an implementation playbook, gathering client requirements, managing project progress, and monitoring key performance indicators for success.
Other
As a Marketing Manager at Addition Wealth, you will develop and manage integrated marketing campaigns, collaborate across teams, lead product launches, implement lead generation strategies, and create high-quality content. You will play a crucial role in elevating the brand presence and driving business growth.
Other
As Head of Enterprise Sales, you will lead sales efforts, develop and implement strategies to drive revenue growth, and build partnerships in the financial services industry. Responsibilities include creating a scalable sales process, analyzing market trends, and managing relationships with key stakeholders. You will directly report to the CEO while shaping the company's growth trajectory.
Other
The Head of Data & AI will lead strategic initiatives in AI and data strategy, overseeing product innovation and developing a robust data infrastructure. Responsibilities include driving AI model development, fostering collaboration across teams, and ensuring ethical AI practices while representing the company in industry discussions.
Other
As a Content Designer at Addition Wealth, you'll craft user-centered copy for digital interfaces, define content strategies, collaborate with design teams, participate in user research, and iterate content based on user feedback to enhance digital user experiences.
23 Days Ago
Other
Conduct one-on-one educational sessions for employees on personal finance topics like retirement and budgeting. Contribute to content development and engage with leadership to expand the company's offerings.