Independent Financial Advisor - #1677519

Job Title: Independent Financial Advisors | Wealth Manager - Global Opportunities (Remote)

Location: Western Europe + UK

France

Netherlands

Monaco

Switzerland

Portugal

Germany 

Belgium

Liechtenstein

Gibraltar

Austria

Ireland

Luxemburg

Elevate Your Career with Coleman Wealth

Are you a seasoned Financial Advisor or Wealth Manager with a proven track record and a substantial client portfolio? Coleman Wealth, a dynamic and rapidly expanding global advisory firm, is seeking ambitious professionals to join our team. We're disrupting traditional wealth management with innovative solutions and a client-centric approach, supported by a strong international presence across the UK, Switzerland, Malta, Dubai, Singapore, and Malaysia.

Why Choose Coleman Wealth?

• 
  Global Reach, Flexible Lifestyle: Serve a diverse international clientele from the comfort of your home or leverage our global office network. Relocation opportunities are also available.


• 
  Comprehensive Support System: Benefit from dedicated relationship management, robust administrative support, and an advanced CRM and reporting platform designed to optimize client retention.


• 
  Cutting-Edge Investment Solutions: Access our low-cost Centralised Investment Proposition (CIP), featuring FCA-regulated Discretionary Fund Managers, Managed Portfolio Services, institutional-grade custody solutions, bespoke portfolio construction, and performance simulation tools.


• 
  Exceptional Earning Potential: Enjoy highly competitive compensation packages, including salaried or commission-based structures, potential income support for up to 6 months, and industry-leading commission splits.


• 
  Career Advancement & Strategic Planning: We prioritize your professional growth, offering clear pathways for advancement and strategic exit planning.


• 
  Innovative & Agile Environment: Join a forward-thinking firm free from legacy constraints, where innovation and client satisfaction drive our success.

Your Role:

• Provide expert financial guidance to high-net-worth clients, specializing in investment strategies, retirement planning, tax optimization, and comprehensive wealth management.


• Cultivate and maintain strong, long-term client relationships, ensuring exceptional service and retention.


• Conduct thorough and regular reviews of client financial plans, adapting strategies to meet evolving goals.


• Maintain a deep understanding of global financial regulations and market trends to deliver timely and accurate advice.


• Collaborate seamlessly with our team of financial professionals to provide unparalleled client service.

Your Qualifications:

• Extensive experience as a Financial Advisor or Wealth Manager with a demonstrable track record of success.


• A transferable client portfolio of at least £10 million.


• Significant experience managing international clients is highly desirable.


• In-depth knowledge of financial products, global markets, and regulatory frameworks.


• Exceptional communication and interpersonal skills, with a proven ability to build and maintain client trust.


• Strong self-motivation, independence, and the ability to thrive in a collaborative team environment.

Ready to Advance Your Career?

If you are a driven and experienced wealth advisor seeking to elevate your career, we want to hear from you. Please submit your resume and a compelling cover letter outlining your experience, client portfolio, and why you are the ideal candidate for Coleman Wealth to ***********@coleman-wealth.com.