Addition Wealth

Experienced Financial Professional (US Only; Professional Designations

United States

Sponsorship not specifiedDetected 1625 days ago

BudgetingLeadership

About the role

Your feedback directly impacts our technology, company and culture. - Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want.
About Addition Wealth Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all.
We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions.

Partner with Addition Wealth's leadership team to create frameworks for expansion
Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
Help build new financial products: Help us build for today's employees. Your feedback directly impacts our technology, company and culture.
Help us build for today's employees.
We do not require a dedicated number of hours and you are welcome to work with us alongside your own business - a perfect opportunity while building out your own RIA!

Why work with Addition Wealth
Focus on what you do best: You can focus on financial planning and clients, and we'll handle the rest.
No need to focus on marketing or sales calls, we bring the users to you.
Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
Your feedback directly impacts our technology, company and culture.
As a result, we help employees reduce their stress, be more productive, and make the most of their money.

We partner with leading companies to provide financial wellness and literacy as an employee benefit.
We aren't your typical financial wellness benefits platform.
Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
Conduct one-on-ones with employees at Addition Wealth's partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want.

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money.
We are deeply motivated by the opportunity to promote financial literacy and revolutionize the way individuals make financial decisions.

This listing is sourced directly from Addition Wealth's careers page and normalized into a canonical job model.