Cross-Border Wealth Planner & Investment Advisor

International Financial Advisor Jobs; Houston (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid working environment in the USA

Job summary

Prestige IFA Jobs is representing an established international wealth management group in Houston, seeking a Financial Planner & Investment Adviser to integrate US planning with international assets and advise expatriate and high-net-worth clients.

The role focuses on holistic financial planning, investment management, and cross-border services within a US-based advisory team, offering hybrid work and professional growth opportunities.

Qualifications

• Bachelor's degree in Finance or Economics or related discipline.
• 3–5 years in wealth management, financial advice, investment management or private banking.
• Series 65 or Series 66 or equivalent FINRA qualification.
• Strong knowledge of financial products and investment strategies.
• Good understanding of tax and estate planning.
• Experience with portfolio management, asset allocation and risk management.
• Excellent communication and interpersonal skills.
• Familiarity with financial planning and investment technology.
• Ability to work independently while managing multiple client relationships and portfolios.

Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals, business owners and expatriate clients.
• Deliver comprehensive financial planning and investment advice tailored to client objectives.
• Develop goal-based financial plans incorporating investments, tax planning, estate planning and portfolio management.
• Analyse and incorporate international assets into clients' overall financial strategies.
• Develop investment strategies based on objectives, time horizon, tax position and risk tolerance.
• Work with investment research and model portfolio strategies to support outcomes.
• Monitor financial markets and investment opportunities.
• Conduct regular reviews and ensure client strategies remain appropriate as circumstances change.
• Collaborate with internal specialists including tax advisers, estate planners and portfolio management teams.
• Maintain full compliance with SEC requirements and other applicable regulatory standards.

Skills

Series 65/66

Client relationship

Financial products knowledge

Cross-border experience

Tax & estate planning

Communication skills

Independent multi-client management

Education

Bachelor's degree in Finance or Economics

Job description

Prestige IFA Jobs is representing an established international wealth management group in Houston, seeking a Financial Planner & Investment Adviser to integrate US planning with international assets and advise expatriate and high-net-worth clients.

The role focuses on holistic financial planning, investment management, and cross-border services within a US-based advisory team, offering hybrid work and professional growth opportunities.