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 its global presence and searching for financial professionals (EFP, EFA, EIP, and others) in Spain who are passionate about our mission, financial planning, and providing a great customer experience. This will be for a part-time, contractor position. You will be one of our first financial professionals in Spain, helping guide and shape Addition Wealth’s 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 personal finance topics (e.G., stock options, real estate, retirement, budgeting & savings, debt management, etc.)Contribute to content development, programming, and product for the companyPartner with Addition Wealth’s leadership team to create frameworks for expansionPreferred Qualifications
One or more active professional designations including European Financial Advisor (EQF 4, EQF 5, EQF 6) or comparable Spain-specific designationsAt least 4 years of experience in financial planning, managed accounts, or investment advisory at an EAFIOutstanding verbal and written communication skills in Spanish and EnglishWhy 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 by making personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to digital tools, an extensive knowledge center, and top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce stress, be more productive, and make the most of their money.We are not 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 who have built companies like Carta, Acorns, Carbon Health, Betterment, and more.
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