2 дня назад
International Wealth Consultant Partner - International SPWS Branch
57 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
International Wealth Consultant Partner - International SPWS Branch (Wealth Management): Supporting International Wealth Consultants with client relationship management, comprehensive wealth planning conversations, business development, and operational excellence for clients outside the United States with an accent on consultative service and international regulatory environments. Focus on building trusted relationships with affluent clients, managing jurisdictional and product limitations, and coordinating client service across multiple countries and cultures.
Location: Orlando, Florida, United States
Salary: USD 57,000–90,000 per year, plus bonus and language incentive opportunities.
Company
provides investment, wealth management, and financial services to clients in the United States and internationally.
What you will do
- Support International Wealth Consultants in deepening client relationships and growing their practices.
- Participate in comprehensive wealth planning conversations and provide proactive client engagement.
- Deliver personalized service to an international client base navigating U.S. investing opportunities.
- Support business development, operational excellence, and day-to-day client servicing.
- Collaborate with financial professionals, branch leadership, and business partners.
Requirements
- Bachelor’s degree or equivalent experience.
- At least 2 years of experience in financial services, wealth management, or international client servicing.
- Strong relationship management, consultative communication, problem-solving, organizational, and client service skills.
- Ability to work across multiple countries, cultures, and regulatory environments.
- Series 7 required.
- Series 66, or Series 63/65, required; the qualification may be obtained as a condition of employment.
Nice to have
- Proficiency in a foreign language.
- Knowledge of the international client servicing model, jurisdictional rules, product limitations, and operational policies.
- CFP®, CWS®, CPWA®, CFA®, CIMA®, AAMS®, AWMA®, or another relevant financial planning designation.
- Experience or interest in continuously developing wealth management and financial planning expertise.
Culture & Benefits
- Culture focused on trust, collaboration, continuous learning, and professional growth.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Twenty-eight-day sabbatical after every five years of service for eligible positions.
- Health, dental, and vision insurance, plus tuition reimbursement.
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