Experienced Financial Professional, Addition Wealth
Holistic financial wellness platform for employees
Open for applications
Holistic financial wellness platform for employees
1-20 employees
Open for applications
1-20 employees
Company mission
Addition Wealth's mission is to make personalized financial expertise inclusive and accessible to all company employees.
Role
Who you are
- Professional Designations Required
- CFP required
- CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
What the job involves
- 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
- Conduct one-on-ones with employees 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
Otta's take
Theo Margolius
COO of Otta
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchase a home. However, investment is difficult to navigate without expensive financial advice, and whilst many employers provide their employees with investment opportunities, this is useless without understanding how to do it effectively.
Addition Wealth provides a holistic financial wellness platform for employees, helping businesses to support their staff with successful investing, tax optimization, home purchasing, savings, and other financial wellness opportunities. In addition to providing financial advice for free, the software also includes financial health visualization dashboards, allowing employees to gain a holistic understanding of how to better their financial future.
High-quality financial advice is expensive and inaccessible to most employees, and Addition Wealth has been smart to recognize this and provide a solution, especially with companies battling a worldwide "Great Resignation". By partnering with financial advisors and financial benefit providers, the company drives its clients' revenue by promising to boost the financial wellness of its employees and thus boost productivity through increased career satisfaction.
Insights
Few candidates hear
back within 2 weeks
Company
Funding (1 round)
Mar 2022
$4.2m
SEED
Total funding: $4.2m
Company benefits
- 401(k) & employer match - As a financial wellness company, we want you to maximize your personal finances. This starts with great retirement plans and a match
- Work from anywhere - We're remote first with a home base in NY. Work from home or cowork with nearby teammates—it’s up to you
- Health insurance & wellness benefits - Flexible healthcare options, including dental and vision, as well as healthcare FSA account
- Equity compensation - As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies
- Generous parental leave - You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave
- Unlimited vacation - We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays
- Company offsites - Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial pros - Need help on your personal finances or taxes? Our financial professionals are available to you, always
Company values
- Trust - We provide accurate, unbiased insights to give the most accurate information to employees
- Inclusive and accessible - We help everyone with their personal finances regardless of their net worth or financial knowledge
- Personalized - No two people’s financial situation are the same, and we don’t take a one-size-fits-all approach
- Transparent - We provide clear and actionable insights while making personal finance easier to understand
Company HQ
Flatiron District, New York, NY
Founders
Ana Mahony
(CEO)Experience as Vice President of Digital Marketing for Citi from 2013 to 2014. Head of US Cities for Uber Eats from 2014 to 2020.
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