International Investment Advisor

Qualified persons interested in applying should submit a resume and cover letter to david.kuenzi@thunfinancial.com

Thun Financial Advisors is seeking to hire an early to mid-career professional with an international background and a strong foundation in financial planning and investing. The successful candidate will advise high net-worth individuals, families, trusts and foundations located outside and inside the United States on efficient portfolio management, wealth management, international taxation, estate planning and other aspects of international and cross-border financial planning.

This is a unique position and appropriate candidates may come from many types of business backgrounds. However, successful candidates are likely to have some of these qualifications:

  • CFP, CFA, MBA, CPA, JD
  • Background in private banking and/or wealth management
  • Trust and estate planning
  • Accounting and international tax, U.S. citizenship taxation
  • Experience living and working outside the United States
  • Solid grasp of investment and portfolio management issues
  • Ability to work with and relate to people from many national backgrounds
  • Excellent verbal and written communication skills
  • Advanced Excel skills
  • Experience with data analysis, SEO, computer networking

Thun Financial Advisors is a fast-growing, Madison, WI based Registered Investment Advisor. We are a recognized leader in serving the unique needs of Americans living outside the U.S. and cross-border families in the U.S. Our firm’s expertise has been cited extensively in the Wall Street Journal, the Economist, Bloomberg, NPR among many other publications. Our core Wisconsin based advisory team is responsible for continuing to expand our global reach and develop new markets within the United States among high net worth cross-border families.

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.

Qualified persons interested in applying should submit a resume and cover letter to david.kuenzi@thunfinancial.com