Global Financial Planner & Tax Strategy Advisor

Creative Planning; Overland Park (KS); On-site; USD 70,000 - 100,000; Full time

Job summary

A financial services company is seeking an International Financial Planner to interact with clients, analyze their financial situations, and implement tailored financial plans. The role involves preparing documents that consider both U.S. and foreign tax laws, managing client relationships, and ensuring accuracy in CRM software. Candidates should have a background in finance, at least 3 years in financial services, and experience living abroad. This is an integral role for onboarding new financial professionals.

Qualifications

• 3 years of experience in the financial services industry.
• Experience living and/or working outside the United States.
• Pass internal proficiency exams.
• Obtain Series 65 (or equivalent) within 120 days.

Responsibilities

• Conduct client meetings and prepare financial planning recommendations.
• Collaborate with business line members to serve clients.
• Manage internal CRM software accuracy.
• Monitor financial plans and communicate with clients.
• Assist in onboarding new Financial Planners and Wealth Managers.

Skills

Attention to detail

Ability to read tax treaties

Education

Relevant Educational Background (Finance, Accounting or Business Administration)

Job description

A financial services company is seeking an International Financial Planner to interact with clients, analyze their financial situations, and implement tailored financial plans. The role involves preparing documents that consider both U.S. and foreign tax laws, managing client relationships, and ensuring accuracy in CRM software. Candidates should have a background in finance, at least 3 years in financial services, and experience living abroad. This is an integral role for onboarding new financial professionals.