Experienced Financial Advisor & Relationship Manager

Noesis Capital Management

Boca Raton, FL 33481, USA

Published: 6/14/2022

Full Time

Job Description

Financial Advisor & Relationship Manager

Boca Raton, FL

About Noesis Capital Management:

Noesis Capital Management is a Registered Investment Advisor (RIA) firm specializing in personalized, cross-border financial solutions for high-net-worth individuals and families in business, American expats, foreign nationals navigating U.S. systems, and globally mobile professionals from more than 30 different countries. With offices in the U.S. and Europe, we provide comprehensive wealth management services, including portfolio management, investment planning, cross-border planning, generational planning, family office support, and more.

We are seeking an experienced Financial Advisor/Relationship Manager to join our team in Boca Raton, FL, and contribute to our continued success servicing international clients and Americans overseas.

Learn more about us by visiting www.noesis-capital.com.

Position Overview:

As a Financial Advisor/Relationship Manager at Noesis, you will be responsible for managing and growing existing client relationships, fostering new business opportunities, and maintaining strong connections with Schwab Advisor Network (SAN) branches. The ideal candidate has experience working with international clients and/or American expats residing in the UK and EU. In this role, you will provide strategic financial guidance while ensuring transparency, integrity, and personalized client service.

Key Responsibilities:

Manage Existing Clients: Maintain and grow existing client relationships by providing clear and transparent ongoing communication.
Financial Planning & Advisory: Develop financial plans & investment strategies tailored to clients' needs.
SAN Relationship Management: Maintain and enhance relationships within the Schwab Advisor Network.

Qualifications & Requirements:

Preferred Designations: Active Series 66 (or 65) licenses and CFP® designation (or applicant).
Proactive & Self-Motivated: Demonstrate a proactive approach to client management and business development.
Commitment to Learning: Willingness to continuously expand knowledge among variety of subjects from financial markets to artificial intelligence.
Transparency & Integrity: Maintain high ethical standards with a commitment to transparent financial advice.
Team Player with Strong Social Skills: Excellent interpersonal and communication skills, fostering collaboration within the team and with external partners.
Globally Minded: International experience, either personally or professionally. Interest in cultures and languages. Understanding of nuances of cross-boarder wealth management.
Location Requirement: Must be based in the Boca Raton, FL area or willing to relocate.

Why Join Noesis Capital Management?

Collaborative Culture: Be part of a dynamic team with a strong emphasis on collaboration and continuous learning.
Unique Expertise: Opportunity to work with international clients and complex cross-border financial strategies.
Competitive Compensation Package: Base salary with comprehensive benefits and professional development support.

How to Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and interest in the position to jboschetti@noesis-capital.com. Please include “Financial Advisor - Boca Raton” in the subject line.