Financial Planner & Investment Adviser

Responsibilities

• Cultivate and maintain strong relationships with high-net-worth individuals, business owners, and expatriates.
• Provide personalized investment advice and holistic wealth management, including goal-based planning, tax optimization, and estate planning.
• Develop strategies that integrate international assets into cohesive, tax-compliant financial plans.
• Align client needs with diverse model portfolios and investment research from globally recognized firms.
• Stay informed on global and local financial markets, economic trends, and investment opportunities.
• Collaborate with internal tax advisors, estate planners, and portfolio managers to deliver comprehensive solutions.
• Ensure all financial advice and actions adhere to SEC regulations and international standards.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• 3–5 years of experience in wealth management, financial advisory, or private banking.
• Series 65, Series 66, or equivalent FINRA qualifications.
• In-depth knowledge of U.S. accounts, including 401(k)s, IRAs, HSAs, and 529 plans.
• Proficiency in portfolio management, asset allocation, and risk management strategies.
• Excellent communication and interpersonal skills.

Benefits

• Access to cutting-edge technology, including the proprietary Plume platform.
• Comprehensive marketing support, dedicated training, and operational assistance to help grow your business.
• Opportunities for professional growth and continuous learning.
• Competitive remuneration package.

About the Company

Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm dedicated to delivering holistic financial planning. As part of the global Skybound Wealth Management Group, we leverage an international presence across the UK, Switzerland, Cyprus, the Middle East, and Malaysia to provide unparalleled expertise in cross-border wealth management.