Experienced Financial Professional (Spain Only; Professional Designations Required)
Core
Providing personalized financial wellness and planning as an employee benefit to partners' employees in Spain.
Role type
Part-time contractor financial professional
Builds
Financial wellness programs for corporate partners
Domain
Financial services / Employee benefits
Deliverable
client delivery
Required skills
financial planning, customer experience, strategy development
Preferred skills
professional designations (EFP, EFA, EIP)
Responsibilities
guide and shape Addition Wealth's strategy for delivering financial wellness in Spain
Seniority
Individual Contributor, early market entrant
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