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Experienced Financial Professional (Mexico Only; Professional Designations Required)

2 months ago
Mexico
Contract
Mid Level
Financial Analyst
Finance and Accounting
Apply Now
Addition Wealth

Addition Wealth

Addition Wealth provides a holistic financial wellness platform that offers personalized financial insights and unlimited access to certified financial advisors, empowering employees to make informed financial decisions with confidence.

Capital Markets
11-50
$4M raised
View All Jobs 14

Description

  • Conduct one-on-one financial education sessions with employees at partner companies on personal finance topics such as stock options, real estate, retirement, budgeting and savings, and debt management.
  • Contribute to content development for financial education materials and programming.
  • Provide input on product development and help improve the company’s financial wellness offerings.
  • Partner with Addition Wealth’s leadership team to create frameworks that support expansion.
  • Deliver a strong customer experience for employees using the platform.
  • Support the company’s mission to make personalized financial expertise more accessible and inclusive.

Requirements

  • Must be located in Mexico.
  • Active professional designation required, such as CFP, CPA, AMIB designation, or a comparable Mexico-specific designation.
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory.
  • Outstanding verbal and written communication skills in both Spanish and English.
  • Passion for financial planning and Addition Wealth’s mission.
  • Ability to work part-time on a contract basis.
  • Willingness to work remotely and with flexible hours.
  • Experience with employee financial wellness or similar client-facing financial services is preferred.

Benefits

  • Part-time, contract position.
  • Remote work from anywhere.
  • Flexible hours with no set required number of hours.
  • Ability to work alongside your own business.
  • Access to Addition Wealth’s proprietary technology.
  • Opportunity to help build new financial products.
  • Chance to influence the company’s technology, culture, and growth direction.

Interested in this position?

Apply directly on the company website

Apply Now

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