Experienced Financial Expert
il y a 1 mois
At Addition Wealth, we're on a mission to revolutionize the way individuals make financial decisions. We're partnering with leading companies to provide employees with access to top-notch financial professionals, robust digital tools, and an extensive knowledge center. Our goal is to empower employees to take control of their finances and make informed decisions about their money.
We're seeking a highly skilled and experienced financial professional to join our team in France. As our first financial professional in the region, you'll play a key role in shaping our strategy for delivering best-in-class financial wellness. You'll work closely with our leadership team to create frameworks for expansion and contribute to content development, programming, and product creation.
Key Responsibilities- Conduct one-on-one sessions with employees at partner companies to provide education on personal finance topics, including stock options, real estate, estate planning, retirement, and more.
- Develop and deliver content, programs, and products that meet the evolving needs of our clients.
- Partner with our leadership team to create frameworks for expansion and drive business growth.
- Active professional designations, including CFP, CGPC Certification, or European Financial Advisor (EQF 4, EQF5, or EQF 6).
- Good standing with the Autorité des Marchés Financiers (AMF).
- At least 4 years of experience in financial planning, managed accounts, or investment advisory.
- Outstanding verbal and written communication skills in French and English.
- Be part of a revolutionary industry that's transforming the way individuals make financial decisions.
- Focus on what you do best - financial planning and client relationships - while we handle the rest.
- Take advantage of our best-in-class technology to make your work seamless and efficient.
- Help build new financial products that meet the evolving needs of our clients.
- Enjoy flexible hours and the ability to work from anywhere - we're a remote-friendly company.
About Addition Wealth
We're a fintech company backed by a team of experienced investors who have built successful companies like Carta, Acorns, Carbon Health, and Betterment. We're passionate about making personalized financial expertise accessible and inclusive for all.
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