Our Focus: Financial Services
We connect the right people with the right positions throughout the financial community.
Tap our resources.
They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.
International Investment Advisor (1214-1)
Our client is a fee-only Registered Investment Advisor with clients worldwide.
They specialize in meeting the unique investment management and financial
planning needs of Americans living abroad. Their strategy delivers long-term
results through broad diversification and tax efficiency. They’re seeking to
hire a professional with an international background and
a strong foundation in financial planning and investing. The successful
candidate will advise high net-worth individuals, families, trusts and
foundations located outside and inside the United States on efficient
portfolio management, wealth management, international taxation, estate
planning and other aspects of international and cross-border financial
CFP, CFA, MBA, CPA, JD
Background in private banking and/or wealth management trust and estate
planning accounting and international tax, U.S. citizenship taxation
Experience living and working outside the United States
Solid grasp of investment and portfolio management issues
Ability to work with and relate to people from many national backgrounds
Excellent verbal and written communication skills
Advanced excel skills
experience with data analysis, SEO, computer networking
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