Wealth Management-Jobs in United States

Our client believes that their clients’ financial planning is at the heart of everything they do. No matter where one may be on life’s journey, they can assist in planning for major objectives. Whether it’s buying property, educating children, protecting family against illness, accidents, or death, ensuring a comfortable retirement, or passing wealth to chosen beneficiaries, they provide comprehensive support.

Founded in 2010, with a strong team covering advice, asset management, client servicing, administration, and compliance, they are well-equipped to meet all of their clients’ needs in one place. Moreover, operating under strict Swiss/EU regulation and compliance offers complete peace of mind.

Their financial advisors hold advanced degrees in finance, economics, and law, and maintain internationally recognized professional certifications. They are committed to ongoing professional development, ensuring their knowledge remains cutting-edge in a rapidly evolving financial landscape.

Our client is currently looking for advisors who want to work either IN Switzerland, but can also accommodate a full REMOTE advisory situation.

Duties and responsibilities:

• Contact clients and set up meetings, either within an office environment or in clients’ homes or business premises.
• Perform research and analysis required to prepare plans for clients.
• Design financial strategies and assist clients in making informed decisions.
• Review and respond to clients’ changing needs and financial circumstances.
• Promote and sell financial products to meet given or negotiated sales targets.
• Liaise with head office and financial service providers, including negotiating with product suppliers for the best rates.
• Communicate with other professionals, such as estate agents, solicitors, and valuers.
• Keep up to date with financial products and legislation, meet regulatory requirements, and communicate these to clients.

Qualifications:

• FINMA Registered
• UK Level 3, studying for Level 4
• Asset / Investment Management Certificate or equivalent

Experience:

• At least 3 years of experience preferred.

Package & Remuneration:

Competitive remuneration.

Licensing: FINMA register (no. 29575); Polyreg, OSFIN; MiFID II; MFSA; EU Passporting

Professional memberships:

• Chartered Insurance Institute (CII)
• Swiss Registered Investment Adviser Association (SRIAA)

Note: For Swiss opportunities, this position typically suits experienced and qualified investment advisory candidates already residing and working in Switzerland. The company also offers a fully remote model. A minimum of 3 years in wealth management is preferred. This role is client-facing, sales-oriented, and targets driven. It is not suitable for candidates from accounting, auditing, or financial management professions.

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