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Noesis Capital Management · 3 months ago

Experienced Financial Advisor & Relationship Manager

Boca Raton, FL

Full-time

Onsite

Senior Level

Noesis Capital Management is a Registered Investment Adviser firm specializing in personalized financial solutions for high-net-worth individuals. They are seeking an experienced Financial Advisor/Relationship Manager to manage client relationships and contribute to portfolio management and cross-border financial planning.

AdviceFinancial ServicesWealth Management

Hiring Manager

Jaclyn Letschert-Boschetti

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

Qualification

Series 66 licenseCFP designationFinancial planningClient managementCross-border wealth managementProactive approachCommitment to learningGlobally mindedInterpersonal skillsTeam player

Required

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