Global Wealth Planner & Cross-Border Investment Adviser

Prestige IFA Jobs; Georgia; Híbrido; USD 90.000 - 160.000; Jornada completa

Descripción de la vacante

Prestige IFA Jobs represents an established international wealth management group seeking an experienced Financial Planner & Investment Adviser to join its US Houston, Texas advisory team. This role focuses on integrating US-based planning with international assets for high-net-worth clients.

The successful candidate will deliver comprehensive financial planning and investment advice, manage relationships, and work with internal specialists to ensure regulatory compliance while serving

Formación

• Bachelor's degree in Finance, Economics or related discipline.
• 3–5 years' experience in wealth management, financial advice, investment management or private banking.
• Series 65 or 66 FINRA qualification.
• Strong knowledge of financial products and investment strategies.
• Experience with international or cross-border clients/assets is advantageous.

Responsabilidades

• 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.

Conocimientos

Client relationship skills

Financial planning knowledge

Investment advisory

Regulatory compliance knowledge

Communication skills

Cross-border wealth management

Educación

Bachelor's degree in Finance, Economics or related discipline

Herramientas

Series 65/66 qualification

Descripción del empleo

Prestige IFA Jobs represents an established international wealth management group seeking an experienced Financial Planner & Investment Adviser to join its US Houston, Texas advisory team. This role focuses on integrating US-based planning with international assets for high-net-worth clients.

The successful candidate will deliver comprehensive financial planning and investment advice, manage relationships, and work with internal specialists to ensure regulatory compliance while serving