International Wealth Advisor - Cerity Partners : Job Details

Job DetailsLevelExperiencedJob LocationRemote Work Arrangement - New York, NYSalary Range$140,000.00 - $165,000.00 SalaryDescriptionCerity 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.QualificationsQualifications: 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.