Experience
4 - 5 yrs
Job Location
Kolkata, India
Vacancy
1
Designation
Financial Analyst
Job Type
Not specified
Job Description
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 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
- CFP required
- CPA (Certified Public Accountant) and other professional designation strongly preferred
- At least 4 years of experience in financial planning, managed accounts, or investment advisory
- Outstanding verbal and written communication English