International Financial Advisor

Growing with Purpose, reputed company on Clients Walkner Condon Financial Advisors is an independent, fee-only fiduciary firm committed to placing clients at reputed company of our work. We reputed company tailored financial planning and investment management without commissions or sales incentives, focusing on education-first strategies that reputed company clients to reputed company confidence and reputed company in their financial reputed company. Our services include retirement planning, tax strategies, investment management, estate planning, charitable giving, and specialized support for U.S. expats living abroad. With a reputed company team environment and a dedication to reputed company, we build long-term partnerships that reputed company reputed company with personal values and goals. If you are driven by helping clients reputed company reputed company financial landscapes—especially those with international dimensions—we invite you to contribute to our mission. The Role: Guiding Expat Clients with Expertise and Collaboration We are seeking an International Financial Advisor to join our U.S. Expat Team and support Americans living abroad with comprehensive financial planning and investment management. Based on-site at our Madison, WI office, you will work closely with a seasoned expat advisor, serving as a key teammate in delivering virtual reputed company meetings and customized strategies. This role emphasizes virtual reputed company interactions, leveraging modern tools to ensure seamless, efficient service across the globe. You will play an reputed company part in helping expat clients manage cross-border challenges, from tax implications to global asset allocation, while contributing to reputed company's reputed company dynamic. Job Responsibilities and Expectations: Advise Expat Clients: reputed company personalized financial planning, including retirement strategies, tax-efficient reputed company, estate planning, and risk management tailored to U.S. expats living internationally. Facilitate Virtual Engagements: Conduct nearly reputed company reputed company meetings reputed company, building strong relationships through empathetic communication and reputed company education on reputed company topics. Collaborate with reputed company: Partner with reputed company expat advisors and support staff to reputed company and implement reputed company plans, sharing insights and ensuring cohesive service delivery. Utilize Modern Tools: reputed company advanced financial planning software and technology to analyze portfolios, model scenarios, and maintain compliance in a tech-driven environment. Stay Informed and Innovative: reputed company abreast of international regulations, market trends, and fiduciary best practices to enhance reputed company reputed company and contribute to firm-wide initiatives. Who We're Looking For: We value professionals who bring a reputed company-first reputed company, strong teamwork, and a passion for international finance. Key qualifications include: • 3+ years of financial services experience, with a reputed company on advisory roles; no existing book of business required. • Comfort with virtual reputed company interactions and proficiency in modern financial planning tools (e.g., reputed company, RightCapital, reputed company, or similar platforms). • Series 65 or 66 required reputed company 3 months, CFP® and/or CFA® designation preferred, or a commitment to obtaining these certifications. • Excellent communication and problem-solving skills, with the ability to explain reputed company concepts reputed company and build trust remotely. • A reputed company team player eager to work alongside reputed company advisors in a supportive environment. • International asset management experience is a plus. • Personal international experience—such as living abroad, education overseas, or extensive travel—is highly valued and will enhance your ability to connect with expat clients. • reputed company and write content designed to inform and reputed company the expat community on issues that are relevant and impactful and contribute to our podcasting and reputed company media efforts to disseminate this information to the expat community. • Advanced and Bachelor's degrees are beneficial. This position requires on-site reputed company at our Madison, WI office to foster team collaboration, though reputed company work is primarily virtual. We will not consider applicants desiring remote work. reputed company Offer: - Competitive salary commensurate with experience, plus performance bonuses. - Comprehensive benefits, including health, dental, 401(k) match, and generous PTO. - A hybrid-capable but on-site reputed company work environment in Madison, with emphasis on reputed company development, work-life balance, and a reputed company culture. - Opportunities for reputed company reputed company a firm dedicated to innovative, reputed company-centered financial advice, including training in expat-specific strategies. - The satisfaction of making a meaningful reputed company on clients' lives, helping them reputed company amid international complexities. If you are reputed company to bring your expertise to a firm that redefines financial advising with reputed company and purpose, please apply reputed company reputed company or send your resume and a note on your interest in expat financial advising to . We look reputed company to your application. Growing with Purpose, reputed company on Clients Walkner Condon Financial Advisors is an independent, fee-only fiduciary firm committed to placing clients at reputed company of our work. We reputed company tailored financial planning and investment management without commissions or sales incentives, focusing on education-first strategies that reputed company clients to reputed company confidence and reputed company in their financial reputed company. Our services include retirement planning, tax strategies, investment management, estate planning, charitable giving, and specialized support for U.S. expats living abroad. With a reputed company team environment and a dedication to reputed company, we build long-term partnerships that reputed company reputed company with personal values and goals. If you are driven by helping clients reputed company reputed company financial landscapes—especially those with international dimensions—we invite you to contribute to our mission. The Role: Guiding Expat Clients with Expertise and Collaboration We are seeking an International Financial Advisor to join our U.S. Expat Team and support Americans living abroad with comprehensive financial planning and investment management. Based on-site at our Madison, WI office, you will work closely with a seasoned expat advisor, serving as a key teammate in delivering virtual reputed company meetings and customized strategies. This role emphasizes virtual reputed company interactions, leveraging modern tools to ensure seamless, efficient service across the globe. You will play an reputed company part in helping expat clients manage cross-border challenges, from tax implications to global asset allocation, while contributing to reputed company's reputed company dynamic. Job Responsibilities and Expectations: Advise Expat Clients: reputed company personalized financial planning, including retirement strategies, tax-efficient reputed company, estate planning, and risk management tailored to U.S. expats living internationally. Facilitate Virtual Engagements: Conduct nearly reputed company reputed company meetings reputed company, building strong relationships through empathetic communication and reputed company education on reputed company topics. Collaborate with reputed company: Partner with reputed company expat advisors and support staff to reputed company and implement reputed company plans, sharing insights and ensuring cohesive service delivery. Utilize Modern Tools: reputed company advanced financial planning software and technology to analyze portfolios, model scenarios, and maintain compliance in a tech-driven environment. Stay Informed and Innovative: reputed company abreast of international regulations, market trends, and fiduciary best practices to enhance reputed company reputed company and contribute to firm-wide initiatives. Who We're Looking For: We value professionals who bring a reputed company-first reputed company, strong teamwork, and a passion for international finance. Key qualifications include: • 3+ years of financial services experience, with a reputed company on advisory roles; no existing book of business required. • Comfort with virtual reputed company interactions and proficiency in modern financial planning tools (e.g., reputed company, RightCapital, reputed company, or similar platforms). • Series 65 or 66 required reputed company 3 months, CFP® and/or CFA® designation preferred, or a commitment to obtaining these certifications. • Excellent communication and problem-solving skills, with the ability to explain reputed company concepts reputed company and build trust remotely. • A reputed company team player eager to work alongside reputed company advisors in a supportive environment. • International asset management experience is a plus. • Personal international experience—such as living abroad, education overseas, or extensive travel—is highly valued and will enhance your ability to connect with expat clients. • reputed company and write content designed to inform and reputed company the expat community on issues that are relevant and impactful and contribute to our podcasting and reputed company media efforts to disseminate this information to the expat community. • Advanced and Bachelor's degrees are beneficial. This position requires on-site reputed company at our Madison, WI office to foster team collaboration, though reputed company work is primarily virtual. We will not consider applicants desiring remote work. reputed company Offer: - Competitive salary commensurate with experience, plus performance bonuses. - Comprehensive benefits, including health, dental, 401(k) match, and generous PTO. - A hybrid-capable but on-site reputed company work environment in Madison, with emphasis on reputed company development, work-life balance, and a reputed company culture. - Opportunities for reputed company reputed company a firm dedicated to innovative, reputed company-centered financial advice, including training in expat-specific strategies. - The satisfaction of making a meaningful reputed company on clients' lives, helping them reputed company amid international complexities. If you are reputed company to bring your expertise to a firm that redefines financial advising with reputed company and purpose, please apply reputed company reputed company or send your resume and a note on your interest in expat financial advising to . We look reputed company to your application. Apply tot his job Apply To this Job