Hybrid US Financial Planner & Investment Adviser

International Financial Advisor Jobs; Kansas City (KS); Hybrid; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Hybrid USA work environment

Access to proprietary wealth platform

Professional development opportunities

Competitive remuneration package

Zusammenfassung

Prestige IFA Jobs represents an established international wealth management group seeking an experienced Financial Planner and Investment Adviser to join its US advisory team in Kansas City, MO.

The role combines US-based financial planning with international assets, serving high-net-worth clients. You will deliver holistic planning, investment advice, and cross-border wealth strategies while maintaining SEC compliance and working with tax and estate planning specialists.

Qualifikationen

• Bachelor’s degree in Finance, Economics or related discipline.
• 3–5 years 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.

Aufgaben

• 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.
• Analyze and incorporate international assets into clients’ overall financial strategies.
• Collaborate with internal specialists, including tax advisers, estate planners and portfolio management teams.

Kenntnisse

Client relationships

Investment planning

Wealth management

Cross-border experience

Ausbildung

Bachelor's degree in Finance or Economics

Jobbeschreibung

Prestige IFA Jobs represents an established international wealth management group seeking an experienced Financial Planner and Investment Adviser to join its US advisory team in Kansas City, MO.

The role combines US-based financial planning with international assets, serving high-net-worth clients. You will deliver holistic planning, investment advice, and cross-border wealth strategies while maintaining SEC compliance and working with tax and estate planning specialists.