Talent.com
serp_jobs.error_messages.no_longer_accepting
BILINGUAL Experienced Financial Professional (US Only; Professional Designations Required)

BILINGUAL Experienced Financial Professional (US Only; Professional Designations Required)

AdditionWashington, DC, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Bilingual Experienced Financial Professional (US Only; Professional Designations Required)

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, and their families, 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

  • Professional working proficiency to read, write, and speak English and Spanish
  • CFP required
  • CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
  • Must operate own RIA
  • 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.

    serp_jobs.job_alerts.create_a_job

    Financial Professional • Washington, DC, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    New York Licensed Financial Professional

    New York Licensed Financial Professional

    VirtualVocationsAlexandria, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Salaried Financial Professional- Premier Team.Key Responsibilities Establish and maintain relationships with clients through proactive communication Serve as a single ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP, Financial Consultant- Columbia, MD (Hiring Immediately)

    VP, Financial Consultant- Columbia, MD (Hiring Immediately)

    Charles SchwabCOLUMBIA, MD, US
    serp_jobs.job_card.full_time
    Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Greater Baltimore, MD Market

    Financial Solutions Advisor - Greater Baltimore, MD Market

    Bank of AmericaLutherville Timonium, MD, US
    serp_jobs.job_card.full_time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Financial Professional

    Business Financial Professional

    Clearance JobsFort George G Meade, MD, US
    serp_jobs.job_card.full_time
    Assist in the execution of the program's budget through the creation / maintenance of spend plans, requisitions, and their supporting documents. Coordinate financial data with appropriate government o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Benefits Consultant (FINRA Licensed)

    Financial Benefits Consultant (FINRA Licensed)

    VirtualVocationsRockville, Maryland, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.Key Responsibilities Build and maintain strong relationships with high-incom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Financial Professional –Bilingual (Portuguese)

    Financial Professional –Bilingual (Portuguese)

    New York LifeAlexandria, Virginia
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insuranc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Financial Professional (Multiple Levels)

    Business Financial Professional (Multiple Levels)

    Clearance JobsFort George G Meade, MD, US
    serp_jobs.job_card.full_time
    Business Financial Professional (Multiple Levels).CACI has been named one of Fortune magazine's World's Most Admired Companies for 2024 and has been named a Best Place to Work by the Washington Pos...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Floating Bilingual (Spanish) Teller - Downtown Baltimore MD

    Floating Bilingual (Spanish) Teller - Downtown Baltimore MD

    M&T BankBaltimore, MD, US
    serp_jobs.job_card.full_time
    Overview : As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions.Processes...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Banker - Columbia Pike and Monroe Financial Center - Bilingual Spanish Required

    Senior Banker - Columbia Pike and Monroe Financial Center - Bilingual Spanish Required

    Bank of AmericaWashington, DC, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Center Associate.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Resp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Bilingual Recruiter

    Bilingual Recruiter

    Shirley Contracting CompanyLorton, VA, US
    serp_jobs.job_card.full_time
    Shirley prides itself on attracting, developing, and retaining the best employees in the industry.We hire ambitious and dedicated professionals to fill positions at all levels of our organization.W...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Synergy Medical StaffingFrederick, MD, US
    serp_jobs.job_card.permanent
    Synergy Medical Staffing is seeking a travel Physical Therapist for a travel job in Frederick, Maryland.Job Description & Requirements. Shift : 5x8 Days, 08 : 00 : 00-16 : 00 : 00, 8.When you join Synerg...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationAlexandria, Virginia
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Specialist 2 - Transplant

    Financial Specialist 2 - Transplant

    Inova Health SystemFalls Church, VA, United States
    serp_jobs.job_card.full_time
    Inova Fairfax Hospital is looking for a dedicated Financial Specialist 2 - Transplant to join the team.This role will be full-time day shift from Monday - Friday, 8 : 00 a. The Financial Specialist 2 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Specialist 2 - Structural Heart

    Financial Specialist 2 - Structural Heart

    Inova Health SystemFairfax, VA, United States
    serp_jobs.job_card.full_time
    Inova Health is looking for a dedicated Financial Specialist 2 - Structural Heart to join the team.This role will be full-time day shift from Monday - Friday, 8 : 30 a. The Financial Specialist 2 comp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Financial Analyst / Investigator Supporting the USAO

    Litigation Financial Analyst / Investigator Supporting the USAO

    Clearance JobsWashington, DC, US
    serp_jobs.job_card.full_time
    Be a part of the nationwide law enforcement initiative that removes the tools of crime from criminal organizations, depriving wrongdoers of proceeds from their crime and impacting the infrastructur...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Financial Professional (Multiple Levels)

    Business Financial Professional (Multiple Levels)

    CACI InternationalFort George G Meade, MD, US
    serp_jobs.job_card.full_time
    Business Financial Professional (Multiple Levels).CACI has an exciting opportunity for a Business Financial Professional (BFP) in the Fort Meade, Maryland area. This is an excellent opportunity for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor Registration Candidate-Greater Baltimore, MD Market

    Financial Solutions Advisor Registration Candidate-Greater Baltimore, MD Market

    Bank of AmericaBaltimore, MD, US
    serp_jobs.job_card.full_time
    Financial Solutions Advisor Stage I - Registration Candidate.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    IDB : IDB Invest – Financial & Transaction Services Director – New York

    IDB : IDB Invest – Financial & Transaction Services Director – New York

    tendersglobalWashington, DC, United States
    serp_jobs.job_card.full_time
    Post of duty : Washington, District of Columbia, USA.The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant, Truist Investment Services, Baltimore, MD

    Financial Consultant, Truist Investment Services, Baltimore, MD

    TruistBaltimore, MD, US
    serp_jobs.job_card.full_time +1
    Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Business Financial Professional (Skill Levels 1-3)

    Business Financial Professional (Skill Levels 1-3)

    Clearance JobsFort George G Meade, MD, US
    serp_jobs.job_card.full_time
    Strategic Analytix (SA) is an IT engineering and management consulting firm focused on mission critical services and solutions to the Federal Government including the Department of Defense (DOD), t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30