有经验的财务专业人士（仅限英国；需专业资格）
Experienced Financial Professional (UK Only; Professional Designations Required)
在Addition Wealth，我们的使命是让个性化的财务专业知识变得可及且包容，赋能员工更好地管理自己的资金。我们与领先的公司合作，将财务健康作为员工福利提供。
Addition Wealth正在扩大全球影响力，现正在英国寻找对我们的使命、财务规划和提供优质客户体验充满热情的财务专业人士（如CFP、EFP、EFA、EIP等）。该职位为兼职、合同制。你将成为Addition Wealth在英国的早期财务专业人士之一，帮助指导并塑造交付顶级财务健康的策略。
你将负责
- 与Addition Wealth合作公司的员工进行一对一沟通，提供各种个人理财主题的教育（例如股票期权、房地产、遗产规划、退休、预算、债务管理等）
- 参与内容开发、编程和产品设计
- 与Addition Wealth的领导团队合作，制定扩展框架
优先条件
- 拥有至少一项有效的专业资质，包括CFP®（注册财务规划师）、欧洲财务顾问®（EQF 4、EQF 5、EQF 6）或类似的英国特定资质
- 至少4年财务规划、资产管理或投资咨询经验
- 出色的口头和书面沟通能力
为什么与Addition Wealth合作
- 推动行业发展：帮助改造一个过时的行业，让个性化的财务洞察对所有人可及。
- 聚焦你最擅长的事：你可以专注于财务规划和客户，其余事务由我们处理。无需关注营销或销售电话，我们为你带来用户。
- 利用顶级技术：成为首批使用Addition专有技术的人，让你的工作变得轻松无缝。
- 参与新财务产品的构建：帮助我们为当今的员工打造产品。你的反馈直接影响我们的技术、公司和文化。
- 灵活的工作时间和地点：与Addition Wealth合作意味着你可以按照自己想要的时间和地点工作。我们不要求固定工时，你也可以在经营自己事业的同时与我们合作。这是一个兼职、合同制职位。
关于Addition Wealth
Addition Wealth正在改变财务健康，使个人财务变得更加健康和可持续。
查看英文原文
At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit.
Addition Wealth is expanding our global presence and searching for financial professionals (CFP, EFP, EFA, EIP and others) in the United Kingdom who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part-time, contractor position. You would be one of Addition Wealth’s early financial professionals in the United Kingdom, helping guide and shape strategy for delivering best-in-class financial wellness.
What you will do
- 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, real estate, estate planning, retirement, budgeting, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with Addition Wealth’s leadership team to create frameworks for expansion
Preferred Qualifications
- One or more active professional designations including CFP® (Certified Financial Planner), European Financial Advisor ® (EQF 4, EQF 5,EQF 6), or comparable UK-specific designations
- At least 4 years of experience in financial planning, managed accounts, or investment advisory
- Outstanding verbal and written communication
Why work with Addition Wealth
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
- 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.
- Help build new financial products: Help us build for today’s employees. 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. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business. This is a part-time, contract position.
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. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
Originally posted on Himalayas