International Financial Planner

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

The International Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. Financial Planners at Creative Planning also help clients with tax and estate planning strategy in consideration of U.S. and foreign laws as well as onboarding new planners and wealth managers.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• Participates and conducts client meetings
• Prepares the Financial Planning recommendations, incorporating language that helps clients navigate U.S. and/or foreign tax laws
• Collaborates with members from each business line to best serve the client and builds relationships with outside professionals in other countries as needed
• Manages accuracy of internal Client Relationship Management (CRM) software
• Implements Financial Planning recommendations
• Monitors the Financial Plan and communicates with clients
• Updates Financial Planning recommendations
• Grey/overlapping tasks between department areas
• All other duties as assigned
• Assist onboarding new Financial Planners and Wealth Managers

REQUIRED EXPERIENCE / QUALIFICATIONS

• Relevant Educational Background (Finance, Accounting or Business Administration)
• 3 years financial services industry experience
• Lived and/or worked outside the United States, and ideally had to file U.S. taxes as a bona fide resident of a foreign country
• Pass internal proficiency exams
• Series 65 (or equivalent) attained within 120 days

PREFERRED EXPERIENCE / QUALIFICATIONS

• Previous financial planning experience

TECHNICAL SKILLS

• Keen attention to detail
• Ability and willingness to read tax treaties