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 as an employee benefit. Addition Wealth is expanding our global presence and searching for financial professionals (EFP, EFA, EIP and others) in Spain who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part‑time, contractor position. You will be one of our first financial professionals in Spain, helping guide and shape Addition Wealth ’s strategy for delivering best‑in‑class financial wellness.

No espere a enviar su solicitud después de leer esta descripción; se espera un gran volumen de candidaturas para esta ocasión.
What you will do
- 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, real estate, 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
- One or more active professional designations including European Financial Advisor ® (EQF 4, EQF 5,EQF 6) or comparable Spain-specific designations.
- Must be in good standing with the Comisión Nacional del Mercado de Valores (CNMV).
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at an EAFI.
- Outstanding verbal and written communication in Spanish and English.

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 bring the users to you. No need to focus on marketing or sales calls, we bring t

📌 Experienced Financial Professional (España)
🏢 Addition Wealth
📍 España