经验丰富的财务专业人士（仅限美国；需专业资格）
Experienced Financial Professional (US 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，将财务健康和财务素养作为员工福利提供。
我们正在寻找持有认证财务规划师（CFP）、注册会计师（CPA）或其他专业资质，并热衷于我们的使命、财务规划和提供优质客户体验的人士加入我们的财务专业人士网络。
你将负责
- 与 Addition Wealth 合作公司的员工进行一对一沟通，就各种个人理财主题（如股票期权、退休规划、预算与储蓄、债务管理等）提供教育
- 参与公司内容开发、项目和产品工作
- 与 Addition Wealth 的领导团队合作，制定扩展框架
优先资格
- 必须持有 CFP 资格
- 持有 CPA（注册会计师）、EA（税务代理人）或其他专业资质者优先
- 至少 4 年在注册投资顾问（RIA）机构从事财务规划、管理账户或投资咨询的经验
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。
- 专注你最擅长的事：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：率先使用 Addition 的专有技术，使你的工作变得轻松顺畅。
- 参与新金融产品的构建：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 合作意味着你可以自由安排工作时间，选择工作地点。我们不要求固定的工作时长，你也可以在经营自己事业的同时与我们合作——这是打造自己 RIA 的绝佳机会！
关于 Addition Wealth
Addition Wealth 正在改变财务健康领域，让个性化的财务专业知识变得对所有人包容且可及。我们与领先公司合作，为员工提供强大的数字工具、丰富的知识中心以及接触顶尖财务专业人士的机会，以更好地帮助他们。
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 and literacy as an employee benefit.
We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.
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, retirement, budgeting & savings, 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
- CFP required
- CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
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 – a perfect opportunity while building out your own RIA!
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 promote financial literacy and 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