International Investment Advisor
Thun Financial Advisors is seeking to hire early to mid-career professionals with an international background and a strong foundation in finance and investing. Thun Financial Advisors is a Madison, WI based Registered Investment Advisor that provides investment management and financial planning for Americans abroad. There are no specific pre-requisites for the position.
Thun Financial will provide necessary additional training and support for the right candidate. However, skills and prior experiences that might indicate success in the position include: CFA or CFP credentials, academic study of finance or economics, portfolio management experience, accounting, tax preparation, estate planning, high-level written and verbal communications skills, strong client relationship skills, foreign language competency, experience living and working overseas, business experience, a knowledge of personal finance, excellent math and excel skills.
Initial salary will be commensurate with skills and ability to add value. Advisors who can successfully build a book of business can expect to be very highly compensated.
Thun Financial Advisors is a fast growing investment advisory firm that operates is deeply underserved segment of the wealth management industry. We provide excellent opportunities for entrepreneurial-oriented professions who can combine skill in finance with an international perspective. The position involves extensive international travel.
Madison, Wisconsin is a medium sized city situated among four beautiful lakes. It is home to the University of Wisconsin, a top-ranked center of learning in science, technology and the humanities. Madison is consistently ranked as one of the most desirable places in America to live because of its unique combination of culture, learning, international diversity, outdoor and urban beauty, and affordability.
Job location: Madison, WI or possibly other locale Please send resume AND cover letters to David Kuenzi. david.kuenzi (at) thunfinancial.com.