Financial Planner & Investment Adviser - USA

Skybound Wealth Management•Kansas City, KS

37d

About The Position

Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. We emphasize that comprehensive financial planning is the cornerstone of successful investment outcomes. Our mission is to empower clients to define their future goals and equip them with the optimal tools and strategies to achieve those aspirations. As part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management. This global reach enables us to assist clients with assets in multiple countries, ensuring informed, tax-compliant, and cohesive financial planning. We are seeking a highly skilled and motivated Investment Adviser to join our dynamic team. The ideal candidate will possess a robust background in wealth management, a passion for building client relationships, and a deep understanding of both domestic and international financial landscapes. This role requires expertise in managing a variety of U.S. accounts, including 401(k)s, IRAs, HSAs, and 529 plans, with a unique focus on integrating cross-border assets into comprehensive financial plans.

Requirements

Bachelor’s degree in Finance, Economics, or a related field
A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking.
Series 65, Series 66, or other equivalent FINRA qualifications.
In-depth knowledge of financial products, investments, tax laws, and estate planning.
Proficiency in portfolio management, asset allocation, and risk management strategies.
Excellent communication and interpersonal skills.
Familiarity with financial planning software and tools.
Ability to work independently and manage multiple client portfolios effectively.

Responsibilities

Cultivate and maintain strong, long-lasting relationships with a diverse clientele, including high-net-worth individuals, business owners, and expatriates.
Provide personalized, investment advice and holistic wealth management services, encompassing goal based planning, tax optimization, estate planning, and portfolio management.
Develop and implement strategies that consider clients' international assets, ensuring cohesive and tax-compliant financial plans.
Understand investment strategies from globally recognized firms like JP Morgan and offer a diverse range of model portfolios, aligning them with clients' unique needs.
Stay abreast of global and local financial markets, economic trends, and investment opportunities to provide timely and relevant advice.
Work closely with internal teams, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive solutions.
Ensure all financial advice and actions adhere to SEC regulations and other international standards.