Financial Advisor – Atlanta, USA
The Opportunity
Prestige IFA Jobs is currently seeking experienced Financial Advisers for an established international wealth management firm with operations in the United States.
This is a strong opportunity for advisers who want to work with a growing organisation providing wealth management and financial planning services to expatriates and internationally mobile professionals. The firm specialises in cross-border financial planning, helping clients navigate complex international tax, investment and retirement planning requirements.
The US market offers significant demand for advisers experienced in working with globally mobile clients who require sophisticated advice across multiple jurisdictions.
The Company
Our client is a global private wealth management firm providing independent financial advice to expatriates and international investors. The company has an international footprint with offices across Europe and North America and services clients in over 30 countries worldwide.
The firm specialises in providing financial advice to internationally mobile individuals, particularly those with assets, pensions or investments across multiple jurisdictions.
Core services include:
- Investment portfolio management
- Retirement and pension planning
- Cross-border tax and financial planning
- Estate and succession planning
- International pension structuring and transfers
- Ongoing wealth management and portfolio reviews
Advisers are supported by a global network of financial planners, tax specialists and legal professionals who assist with cross-border financial planning and compliance requirements.
The US advisory team focuses heavily on expatriate clients, helping them navigate complex financial rules such as FATCA reporting, PFIC investment restrictions and cross-border tax obligations between the US and other jurisdictions.
The Role
The successful candidates will be responsible for developing relationships with expatriate and international clients and providing tailored financial advice across investments, retirement planning and wealth management strategies.
Key responsibilities include:
- Building and managing a portfolio of international clients
- Delivering holistic financial planning and investment advice
- Conducting detailed financial reviews and fact-finding meetings
- Structuring tax-efficient wealth strategies for cross-border clients
- Providing retirement and pension planning advice
- Managing ongoing client relationships and portfolio reviews
Advisers will work closely with internal compliance and technical specialists to ensure all advice is suitable and compliant with applicable regulatory frameworks.
Candidate Profile
The firm is seeking experienced advisers with a strong understanding of international financial planning and a proven track record of developing client relationships.
Ideal candidates will have:
- Experience as an International Financial Adviser or Wealth Manager
- Level 4 financial planning qualifications or equivalent
- Strong knowledge of investments, pensions and wealth management
- Experience working with expatriate or cross-border clients preferred
- Excellent communication and business development skills
- A professional and client-focused approach to financial advice
The Package
The company offers an attractive opportunity for experienced advisers including:
- Competitive commission structure
- Access to marketing and lead support
- Full compliance and administrative infrastructure
- Support from international tax and financial planning specialists
- Career progression within a growing global wealth management firm
Why the United States?
The United States remains one of the world’s largest financial markets and has a significant population of expatriates and internationally connected individuals requiring specialist financial advice.
Advisers working in this market often assist clients navigating complex cross-border financial regulations, tax obligations and international investment structures, creating strong long-term demand for experienced wealth managers.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth. Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser.
Daniel van Niekerk
Welcome to Prestige IFA Jobs, the premier international wealth management recruitment service. Since our establishment in 2016, we have earned a reputation as the go-to choice for discerning international wealth management and investment advisory firms around the world. At Prestige IFA Jobs, we redefine the art of headhunting in our industry. We stand unrivaled, leading the way with our unique approach and unmatched expertise. No one does what we do quite like us. Our commitment goes beyond simply matching a qualified candidate with a good IFA firm. We believe in finding the perfect synergy between candidate and company. With our extensive background in personal financial advisory across multiple countries, we take the time to deeply understand our candidates and our clients. So, when things go wrong, don't go wrong with them...because the successful warrior is the average man, but with laser focus.
