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Provide financial education and planning to employees, develop content for financial products, and collaborate with leadership to expand offerings. Assist employees and their families in personal finance topics such as retirement, budgeting, and debt management.
The Experienced Financial Professional will conduct one-on-one financial education sessions with employees, contribute to content development, and work with the leadership team to expand financial wellness offerings. Ideal candidates should hold professional financial designations like CFP or CPA and have a strong background in financial planning.
The Experienced Financial Professional will guide employees in personal finance topics, contribute to content development, and help shape Addition Wealth's strategy for financial wellness in Spain. This role involves direct client interaction and collaboration with leadership to expand the company's offerings.
As an Experienced Financial Professional at Addition Wealth, you will conduct one-on-ones providing personal finance education, contribute to content development, and collaborate with leadership to shape company strategy. You'll leverage your expertise and professional designations to enhance financial wellness for employees at partner companies.
Looking for Senior Full Stack Software Engineers to help build out the product set of Addition Wealth. Responsibilities include architecting and building systems, leading product development, tackling complex integrations, and shaping the product strategy and tech organization.
Lead the Strategic Accounts team at Addition Wealth by managing client implementations from start to finish, ensuring project completion on time and within budget. Collaborate with internal and external stakeholders, develop detailed project timelines, and define KPIs for measuring success.
The Head of Enterprise Sales will lead and execute the sales strategy for Addition Wealth, develop partnerships, drive revenue growth, and cultivate relationships with major financial institutions. This role involves analyzing market trends and refining sales processes while building a high-performing sales team.
The Product Manager will lead the end-to-end product development process, shape the product roadmap, and align cross-functional teams to improve user financial well-being. Responsibilities include understanding user requirements, collaborating with internal teams, and driving product adoption while ensuring high-quality launches.
As a financial professional at Addition Wealth, you will educate employees on personal finance topics, contribute to content creation, and collaborate with leadership to shape strategic initiatives for delivering financial wellness services.
The Experienced Financial Professional will conduct educational sessions with employees, develop content and programming, and collaborate with leadership on expansion strategies, focusing on personal finance topics like retirement and debt management.
As a Financial Professional at Addition Wealth, you will provide one-on-one educational sessions about personal finance topics, contribute to content development, and partner with leadership to shape company strategy for financial wellness benefits.
As an Experienced Financial Professional at Addition Wealth, you will conduct one-on-ones with employees to educate them on personal finance topics, contribute to content development, and collaborate with the leadership team for expansion strategies, all while providing a great customer experience.