Financial Planner, Investment Adviser

Skybound Wealth Management

Investment Adviser providing holistic wealth management and financial planning for diverse clientele. Building client relationships and integrating international assets into comprehensive financial plans.

Posted 7/9/2026full-timeKansas City • Kansas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management, financial advisory, and private banking, with a strong focus on personalized investment strategies, tax optimization, and estate planning. Proficient in portfolio management and compliance with SEC regulations and international standards.

Highest-signal resume keywords

Wealth ManagementFinancial AdvisoryPortfolio ManagementTax OptimizationEstate Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdviceGoal Based PlanningAsset AllocationRisk ManagementFinancial Products Knowledge

Soft Skills

Relationship ManagementIndependent WorkClient Portfolio Management

Tools & Technologies

Financial Planning Software

Certifications & Qualifications

Series 65Series 66

Industry Keywords

High-Net-Worth IndividualsExpatriatesSEC RegulationsInvestment ResearchEconomic Trends

About the role

Key responsibilities & impact

Cultivate and maintain strong, long-lasting relationships with a diverse clientele, including high-net-worth individuals, business owners, and expatriates.
Provide personalized, investment advice and holistic wealth management services, encompassing goal based planning, tax optimization, estate planning, and portfolio management.
Develop and implement strategies that consider clients' international assets, ensuring cohesive and tax-compliant financial plans.
Leverage investment research from globally recognized firms like JP Morgan and offer a diverse range of model portfolios.
Stay abreast of global and local financial markets, economic trends, and investment opportunities to provide timely and relevant advice.
Work closely with internal teams, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive solutions.
Ensure all financial advice and actions adhere to SEC regulations and other international standards.

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, or a related field
A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking.
Certifications: Series 65, Series 66, or other equivalent FINRA qualifications.
In-depth knowledge of financial products, investments, tax laws, and estate planning.
Proficiency in portfolio management, asset allocation, and risk management strategies.
Familiarity with financial planning software and tools.
Ability to work independently and manage multiple client portfolios effectively.

Benefits

Comp & perks

Global Reach with Local Expertise: Be part of a leading wealth management firm that combines international presence with local insights, offering unparalleled service to clients.
Innovative Technology: Utilize cutting-edge tools, including our proprietary Plume platform, to enhance client service and streamline advisory processes.
Professional Growth: Access opportunities for career development, continuous learning, and professional certifications.
Collaborative Environment: Engage in a supportive team setting where your contributions are valued and innovation is encouraged.
Competitive Compensation: Receive a comprehensive remuneration package with benefits.