drjobs International Wealth Advisor

International Wealth Advisor

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1 Vacancy
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Job Location drjobs

New York City, NY - USA

Monthly Salary drjobs

$ 145000 - 165000

Vacancy

1 Vacancy

Job Description

Position Summary:

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 Boca Raton FL or Chicago IL office.


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.

Ideal Candidate Profile Our Casting Call!

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.

Compensation Range:

$00

Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health dental and vision insurance day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.


Required Experience:

Intern

Employment Type

Full-Time

Company Industry

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