Financial Consultant jobs in United States

Job Description

We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.

The successful candidate will have the opportunity to :

• Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.
• Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.
• Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.
• Utilize the firm’s advanced technological platform to deliver an exceptional, modern client experience.
• Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.

• Ideal Candidate Profile: Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)
• Ideally have a transferrable book of business of at least U$2million
• Proven track record as a successful Financial Advisor, ideally within the HNWI / UHNWI space.
• Exceptional client relationship management and new business development skills.
• A deep understanding of holistic financial planning and investment products.
• While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm’s core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.

Our client offers a highly competitive remuneration package, including an attractive commission structure and support for business development. You will be joining a firm with a stellar reputation, a strong brand, and a collaborative, high-achieving environment.

Note: This position would typically suit experienced and qualified IFA candidates, and qualified UK based advisors keen on embarking on a career in financial services and wealth management in Dubai. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services qualifications and growth aspirations.