Financial Planner & Investment Adviser

About the role

Skybound Wealth Management USA is seeking a highly skilled Financial Planner & Investment Adviser to join its team. The role focuses on delivering holistic financial planning and investment management for U.S. and cross‑border clients.

Key responsibilities

• Build and maintain long‑lasting relationships with high‑net‑worth individuals, business owners, and expatriates.
• Provide personalized financial planning, tax optimisation, estate planning and portfolio management, including 401(k), IRA, HSA and 529 accounts.
• Integrate clients’ international assets into cohesive, tax‑compliant financial plans.
• Develop investment strategies using research from firms like JP Morgan and align model portfolios with client risk tolerance and goals.
• Stay current on global market trends and collaborate with tax advisors, estate planners and portfolio managers.
• Ensure all advice complies with SEC and relevant international regulations.

Required profile

• Bachelor’s degree in Finance, Economics or related field.
• 3–5 years of experience in wealth management, financial advisory or private banking.
• Series 65, Series 66 or equivalent FINRA qualifications.

Required skills

• Proficiency with financial planning software and tools (e.g., Skybound’s Plume platform).
• Strong knowledge of portfolio management, asset allocation and risk management.
• Excellent communication and interpersonal abilities.

What we offer

• Global reach with local expertise across multiple regions.
• Access to innovative technology, including proprietary platforms.
• Opportunities for professional growth, certifications and continuous learning.
• Competitive remuneration package with benefits and marketing support.