Overview

Avrio Wealth is a boutique, fee-based fiduciary wealth management firm registered with the SEC and licensed by the Monetary Authority of Singapore (MAS), with offices in Singapore and Manhattan. We specialize in cross-border financial planning for internationally mobile clients — US taxpayers living abroad, Singaporeans with cross-border needs, expats relocating to the US, and multi-nationality families navigating more than one tax and regulatory system at once.

We’re looking for a Financial Planner & Relationship Associate. This is a hybrid role: part of the job is financial planning and some operational work that keeps accounts, paperwork, and cross-border logistics moving accurately. The other part is relationship-facing — you’ll take over as lead point of contact for a group of existing clients, working directly with them on an ongoing basis.

Must have CFP and EA or CPA.

Core Job Responsibilities

  • Lead financial planner for two advisers
  • Take over as lead adviser for some of their clients
  • Maintain and build client relationships, delivering comprehensive financial planning
  • Business development, including follow up on new clients and client support
  • Open and maintain client accounts across custodians including Charles Schwab, RBC, and Interactive Brokers when needed
  • Coordinate information requests for advisers and their clients and organize client data
  • Attend client meetings with advisers and independently manage follow up and relationships

Core Skills and Qualifications

  • Financial planning, tax return analysis, investment advice and wealth management skills
  • Bachelor’s degree or higher in a relevant field
  • Strong interpersonal, organizational and communication skills
  • Team player able to work with other client advisers and senior management in supporting some of the firm’s largest and most complex clients
  • Also able to assist in training and developing junior advisers’ skills in client planning
  • Working knowledge of MoneyGuide, Holistiplan, and Addepar
  • Ability to work both independently and with a diverse, international team
  • CFP and EA/CPA required
  • Ability to adhere to the highest standards of confidentiality and integrity
  • Ability to provide references and submit to a background check

This is a full-time W2

Must be able to work diverse hours since many clients are in Asia
Base Salary: $96,000 + percentage of revenue for clients transferred
Health insurance allowance
Technology package provided
Financial support for relevant continuing education designations
2K Flex Spending per year

 

About Avrio Wealth

Avrio Wealth was founded in 2020 to offer fee-based financial planning and investment advisory to global families who require an international perspective including US taxpayers. Our belief is that client relationships begin with a financial plan. Through financial planning we create long term relationships with our clients and help guide them to achieve their financial goals.