Financial Planner & Investment Adviser

About the role

Prestige IFA Jobs represents an established international wealth management group, a Registered Investment Adviser (RIA), in its search for an experienced Financial Planner and Investment Adviser to join its US advisory team in Kansas City, Missouri. The adviser will work with high-net-worth, internationally connected clients, combining US financial planning with their international assets and circumstances.

Key responsibilities

• 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 covering investments, tax planning, estate planning and portfolio management.
• Analyse and incorporate international assets into clients' overall financial strategies.
• Design investment strategies based on each client's objectives, time horizon, tax position and risk tolerance.
• Work with established investment research and model portfolio strategies, and monitor markets and economic developments.
• Review client strategies regularly and collaborate with tax advisers, estate planners and portfolio management teams.
• Maintain full compliance with SEC requirements and other regulatory standards.

Required profile

• Bachelor's degree in Finance, Economics or a related discipline.
• 3-5 years' experience in wealth management, financial advice, investment management or private banking.
• Series 65, Series 66 or equivalent FINRA qualification.
• Good understanding of tax and estate planning; experience with portfolio management, asset allocation and risk management.
• Ability to work independently while managing multiple client relationships and portfolios.
• Experience with international or cross-border clients and assets is particularly advantageous.

Required skills

• Strong knowledge of financial products and investment strategies.
• Familiarity with financial planning and investment technology.
• Excellent communication and interpersonal skills.

What we offer

• Hybrid working environment in the USA.
• Access to wealth management technology, including a proprietary platform.
• Dedicated operational and training support, marketing support and ongoing professional development.
• A collaborative environment with access to specialists in wealth planning, tax, estate planning and portfolio management.
• Competitive remuneration and benefits package.