Financial Planner & Investment Advisor – USA

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

This opportunity is open to US-qualified Financial Advisers, Wealth Managers, Investment Advisers, IFAs and financial services professionals seeking a career in the USA. Candidates currently based in the USA, as well as those returning from the United Kingdom, Europe, the UAE, Asia or Latin America, are encouraged to apply. The role offers the opportunity to work with local, expatriate and international clients while building a long-term career in wealth management, financial planning and cross-border financial services.

Prestige IFA Jobs is delighted to be representing our client, an established international wealth management group, in the search for an experienced Financial Planner & Investment Adviser to join its US Houston, Texas advisory team.

This is an excellent opportunity for an experienced financial adviser or wealth management professional with a strong understanding of the US financial planning environment and an interest in working with internationally connected and high-net-worth clients.

About The Role

Our client is a Registered Investment Adviser (RIA) providing holistic financial planning and investment management services to clients in the United States and internationally.

The successful candidate will be responsible for developing and maintaining strong client relationships while delivering comprehensive financial planning and investment advice.

A key element of the role is the ability to integrate US-based financial planning with clients' international assets and circumstances, ensuring that financial strategies are cohesive, practical and appropriately structured.

The role will involve working with a broad range of US financial products and accounts, including 401(k)s, IRAs, HSAs and 529 plans, alongside investment portfolios and wider wealth-planning requirements.

Key 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 individual 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 appropriate investment strategies based on each client’s objectives, time horizon, tax position and risk tolerance
• Work with established investment research and model portfolio strategies to support client outcomes
• Monitor financial markets, economic developments 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

Candidate Profile

Our client is looking for an experienced financial planning or wealth management professional who combines strong technical knowledge with excellent client relationship skills.

Ideally, Candidates Will Have

• A Bachelor's degree in Finance, Economics or a related discipline
• 3-5 years' experience in wealth management, financial advice, investment management or private banking
• Series 65, Series 66 or equivalent FINRA qualification
• Strong knowledge of financial products and investment strategies
• A 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
• The ability to work independently while effectively managing multiple client relationships and portfolios

Experience working with international or cross-border clients and assets would be particularly advantageous.

What’s on Offer?

• The opportunity to join an established international wealth management group
• A hybrid working environment in the USA
• Exposure to high-net-worth individuals, business owners and internationally connected clients
• The opportunity to work within a genuinely cross-border wealth management environment
• Access to innovative wealth management technology, including the company's proprietary platform
• Dedicated operational and training support
• Marketing support to help advisers develop and grow their business
• Ongoing professional development and access to further qualifications
• A collaborative environment with access to specialists across wealth planning, tax, estate planning and portfolio management
• A competitive remuneration and benefits package

The Opportunity

This is an opportunity for an experienced US adviser to join a business where international wealth management is a core part of the proposition.

For advisers who enjoy working with sophisticated clients and want to combine US financial planning expertise with a broader international perspective, the role offers the opportunity to work across a diverse range of client circumstances and financial objectives.

Our client is looking for a professional who is technically strong, commercially aware and genuinely committed to building long-term client relationships.