Financial Planner & Investment Adviser - USA

Kansas Cityonsite

Posted 18mo ago · via Teamtailor

About this role

About Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. We emphasize that comprehensive financial planning is the cornerstone of successful investment outcomes. Our mission is to empower clients to define their future goals and equip them with the optimal tools and strategies to achieve those aspirations. As part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management.…

Read the full description on Skybound Wealth Management's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Kansas City. We weight your proximity and willingness to relocate.

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Skills in this role

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