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International Wealth Advisor

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Internships
Salary: 
140 - 165K yearly
Experience: 
Entry-level / graduate
Work from: 
New York (USA), United States

Offer summary

Qualifications:

College degree in a relevant discipline, Professional credentials like CFP, CFA, or MBA preferred, Background in financial planning or wealth management, Experience living or working internationally is an asset.

Key responsabilities:

  • Develop cross-border financial plans for clients
  • Conduct portfolio analysis and optimize investment strategies
  • Communicate regularly with clients and provide updates
  • Stay informed on global financial trends and regulations
  • Build relationships with clients from diverse backgrounds
Cerity Partners logo
Cerity Partners Financial Services SME https://www.ceritypartners.com/
501 - 1000 Employees
About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosuresCerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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Job description

Job Details
Level:    Experienced
Job Location:    Remote Work Arrangement - New York, NY
Salary Range:    $140,000.00 - $165,000.00 Salary
Description

Cerity Partners’ Cross-Border Team is seeking a dynamic early-to-mid-career professional with a strong foundation in financial planning and investing to join our growing team. This unique role offers an opportunity to collaborate with a group of highly skilled financial advisors in preparing financial plans for high-net-worth clients across the world. The position encompasses a variety of client-focused responsibilities, including portfolio analysis, financial planning and direct client communication. This a hybrid opportunity and can be based in our New York, NY, Westfield, NJ or Boca Raton, FL offices. 


Our Cross-Border Team specializes in working with a diverse clientele, including Americans living abroad and non-U.S. citizens both inside and outside the United States. While an international perspective is advantageous, it is not a strict requirement. The ideal candidate will have a college degree in a relevant discipline along with an international background - living or studying abroad, studying international business, or extensive travel internationally.


International Wealth Advisor Job Responsibilities:
•    Develop comprehensive cross-border financial plans tailored to clients' unique needs.
•    Conduct portfolio analysis and provide insights to optimize client investment strategies.
•    Communicate regularly with clients to address inquiries, deliver updates, and provide exceptional service.
•    Stay informed on global financial trends, tax considerations, and cross-border planning strategies.
•    Build strong relationships with clients from diverse national and cultural backgrounds.
 

Qualifications

Qualifications: The ideal candidate will have some (but not necessarily all) of the following qualifications and attributes:
•    Professional Credentials:

  • CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), MBA, CPA (Certified Public Accountant), or JD (Juris Doctor) preferred.

•    Relevant Experience:

  •  A background in financial planning, private banking, or wealth management.
  • Training or experience in formal financial planning methodologies.

•    International Expertise:

  •  Experience living and working outside the United States is a significant asset.
  • Familiarity with global financial systems, tax considerations, and cross-border regulatory environments.
  • Ability to connect with individuals from diverse cultural and national backgrounds.

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Business CommunicationFinancial PlanningPortfolio AnalysisInternational Regulatory ComplianceWealth ManagementFinancial PlanningPrivate BankingTax LawsGlobal Financial SystemsMbaasJdom

Other Skills

  • Social Skills
  • Relationship Building
Are you interested?

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