Financial Planner & Investment Adviser

About the role

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.

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.

Key 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.
• At Skybound, we recognize that while most clients share common financial goals, their time horizons, tax positions, and risk tolerances vary. To address these differences, we leverage investment research from globally recognized firms like JP Morgan and offer a diverse range of model portfolios. Our advisers are expected to understand these strategies and effectively align them with clients' unique needs, ensuring their financial plans are optimized for success.
• 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.

Qualifications

• Education & Experience: 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.
• Certifications: Series 65, Series 66, or other equivalent FINRA qualifications.
• Skills & Competencies: 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.

Why Join Skybound Wealth Management USA?

• Global Reach with Local Expertise: Be part of a leading wealth management firm that combines international presence with local insights, offering unparalleled service to clients.
• Innovative Technology: Utilize cutting-edge tools, including our proprietary Plume platform, to enhance client service and streamline advisory processes.
• Professional Growth: Access opportunities for career development, continuous learning, and professional certifications.
• Collaborative Environment: Engage in a supportive team setting where your contributions are valued and innovation is encouraged.
• Competitive Compensation: Receive a comprehensive remuneration package with benefits. At Skybound, advisers gain significant value beyond traditional compensation through our cutting-edge technology, marketing support, dedicated training, and operational assistance. This infrastructure empowers advisers to grow their business efficiently, enabling them to maximize client engagement and revenue potential.

About Skybound Wealth Management

Skybound Wealth Management is an international wealth management group, operating across the UK, Switzerland, Europe, USA and Middle East. We provide financial advice to internationally connected individuals wherever they are in the world.