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As an Experienced 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 the leadership team for expansion strategies, all while providing a great customer experience.

The Experienced Financial Professional will conduct one-on-one financial education sessions with employees, contribute to content development, and work with the leadership team to expand financial wellness offerings. Ideal candidates should hold professional financial designations like CFP or CPA and have a strong background in financial planning.

Provide financial education and planning to employees, develop content for financial products, and collaborate with leadership to expand offerings. Assist employees and their families in personal finance topics such as retirement, budgeting, and debt management.