Noesis Capital Management
Experienced Financial Advisor & Relationship Manager (Boca Raton)
Noesis Capital Management, Boca Raton, Florida, United States, 33481
Financial Advisor & Relationship Manager
Boca Raton, FL
About Noesis Capital Management: Noesis Capital Management is a Registered Investment Adviser (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 deepening client relationships while also contributing to portfolio management and cross-border financial planning. The ideal candidate brings experience working with international clients and/or American expats in the UK or EU. In this role, you will deliver strategic financial guidance with a focus on transparency, integrity, and personalized service, helping HNW and UHNW families navigate the complexities of global wealth management.
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.
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.
About Noesis Capital Management: Noesis Capital Management is a Registered Investment Adviser (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 deepening client relationships while also contributing to portfolio management and cross-border financial planning. The ideal candidate brings experience working with international clients and/or American expats in the UK or EU. In this role, you will deliver strategic financial guidance with a focus on transparency, integrity, and personalized service, helping HNW and UHNW families navigate the complexities of global wealth management.
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.
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.