---
title: 'Experienced Financial Professional (Mexico Only; Professional Designations Required) at Addition'
canonical: 'https://feeny.ai/job/experienced-financial-professional-mexico-only-professional-designations-1p0ngybd5trn'
type: 'job'
last_seen: '2026-09-08'
---

# Experienced Financial Professional (Mexico Only; Professional Designations Required) at Addition

- **Company:** Addition
- **Location:** Mexico
- **Employment:** contract
- **Work type:** remote
- **Posted:** 2024-06-17
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.lever.co/additionwealth/d7c4fc53-be27-42da-8e1b-0665b24ee5d4

## Job description

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 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 CFP, CPA, AMIB designations, or comparable Mexico-specific designations
- At least 4 years of experience in financial planning, managed accounts, or investment advisory
- 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 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. This is a part-time, contract position.

## 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.

## About Addition

## Company Overview
- **One-liner**: Addition Wealth is an AI-native platform that makes personalized financial expertise and guidance inclusive and accessible for individuals, employees, and financial institutions.
- **Entity Type**: Private (Seed stage; raised $4.2M in seed round, plus grant funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2021 (per company about page; LinkedIn indicates 2020) [linkedin.com](https://www.linkedin.com/company/addition-wealth)
- **Founders**: Ana Mahony (CEO) [additionwealth.com/about-us](https://www.additionwealth.com/about-us)

## Core Business
- **Primary industries**: Financial Services, Fintech, Employee Benefits, Wealth Management
- **Target customers**: B2B – financial institutions (white-label/embedded), employers (workplace financial wellness), and B2C for individuals.
- **Mission**: “To make personalized financial expertise inclusive and accessible to all.”

## Products & Services
- **Addition Platform**: AI-native financial guidance engine that aggregates multi-source data and delivers proactive, personalized guidance, actions, and access to human experts at key financial moments. Available as a white‑labeled solution for financial institutions, a workplace benefit for employers, and a direct‑to‑consumer offering. [additionwealth.com](https://www.additionwealth.com/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total Funding – $4.2M (seed round) + $36K grant (Manulife Financial) + non‑equity assistance (WMNfintech). Annual revenue estimated at ~$1M (LinkedIn data). [linkedin.com](https://www.linkedin.com/company/addition-wealth)
- **Notable Investors/Partners**: Manulife Financial (grant), WMNfintech (non‑equity assistance), and six undisclosed investors in the seed round. [linkedin.com](https://www.linkedin.com/company/addition-wealth)
- **Growth Signals**: 30% year‑over‑year headcount growth (21 employees); live with Fortune 500 financial institutions; expanding to multiple countries (openings for financial professionals in US, India, France, Spain, Canada, UK, Mexico). [linkedin.com](https://www.linkedin.com/company/addition-wealth) [jobs.lever.co/additionwealth](https://jobs.lever.co/additionwealth)

## Competitive Advantages
- **AI‑native from Day One**: Built modern tech stack (not legacy systems) using AI as a core competency.
- **Team pedigree**: Leaders and engineers from Betterment, Citi, JPMorgan, Robinhood, Altruist, Uber, and Google. [additionwealth.com/about-us](https://www.additionwealth.com/about-us)
- **Holistic financial picture**: Combines institutional data with individual data for personalized guidance at scale.
- **Multi‑channel delivery**: White‑label, embedded, or direct; serves both institutions and employers.

## Strategic Focus
- Deepen integrations with financial institutions and employer clients.
- Scale the AI engine to handle more financial moments and geographies.
- Continue building out the expert network of financial professionals to complement AI insights.

## Why Work Here
- **Remote‑first culture** with a home base in New York; work from anywhere or cowork with nearby teammates.
- **Compensation & benefits**: Competitive salary, 401(k) with employer match, equity (outsized relative to big tech), health/dental/vision insurance, unlimited vacation, generous parental leave.
- **Culture**: Fast‑moving, collaborative, empathetic team; company offsites; sustainable hustle with work‑life balance.
- **Perk**: Unlimited access to financial professionals for personal finance and taxes.
- **Engineering culture**: Staff Software Engineer role currently open; AI used in parts of hiring process (transparently noted). [additionwealth.com/careers](https://www.additionwealth.com/careers) [jobs.lever.co/additionwealth](https://jobs.lever.co/additionwealth)

## Sources
1. [additionwealth.com – Homepage](https://www.additionwealth.com/)
2. [additionwealth.com – About Us](https://www.additionwealth.com/about-us)
3. [additionwealth.com – Careers](https://www.additionwealth.com/careers)
4. [jobs.lever.co/additionwealth – Open Positions](https://jobs.lever.co/additionwealth)
5. [linkedin.com/company/addition-wealth – LinkedIn](https://www.linkedin.com/company/addition-wealth)

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