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Experienced Financial Professional (India Only; Professional Designations Required) @ Additionwealth

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About this role

Experienced Financial Professional (India Only; Professional Designations Required) at Additionwealth. Location: India. Role: conducting one-on-ones, contributing to content development, partnering with leadership Requirements: CFP or CPA or other professional designation; 4+ years in financial planning, managed accounts, or investment advisory; strong English communication. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, cpa Commitment: Contract Workplace: Remote Languages: English

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