Job Description: Financial Advisor
Location: Boca Raton, FL
About Noesis Capital Management:
Noesis Capital Management is a Registered Investment Advisor (RIA) firm specializing in personalized, cross-border financial solutions for high-net-worth clients. With offices in the U.S. and Europe, we provide comprehensive wealth management services, including investment planning, portfolio management, generational planning, family office support, and more. We are seeking a proactive and dedicated Financial Advisor to join our team in Boca Raton, FL, and contribute to our continued growth and client success. Learn more about us by visiting
Position Overview:
As a Financial Advisor at Noesis, you will be responsible for managing and growing existing client relationships, fostering new business opportunities, and maintaining strong connections with Schwab Advisor Network (SAN) branches. You will provide strategic financial guidance while ensuring transparency, integrity, and personalized client service.
Key Responsibilities:
- Manage Existing Clients: Maintain and grow existing client relationships by providing clear and transparent ongoing communication.
- Financial Planning & Advisory: Develop financial plans & investment strategies tailored to clients' needs.
- SAN Relationship Management: Maintain and enhance relationships within the Schwab Advisor Network, including domestic, national, and international partner branches.
- Schwab Branch Visits: Conduct regular visits to Schwab domestic branches to build and maintain collaborative relationships.
Qualifications & Requirements:
- Requisites for Schwab/SAN System: Must meet the qualifications necessary for acceptance into the Schwab Advisor Network system.
- Proactive & Self-Motivated: Demonstrates a proactive approach to client management and business development.
- Commitment to Learning: Willingness to continuously expand knowledge among variety of subjects from financial markets to artificial intelligence.
- Transparency & Integrity: Maintains high ethical standards with a commitment to transparent financial advice.
- Team Player with Strong Social Skills: Excellent interpersonal and communication skills, fostering collaboration within the team and with external partners.
- Location Requirement: Must be based in the Boca Raton, FL area or willing to relocate.
- Preferred Designations: CFP® designation (or applicant).
- Work Experience: Ideally 5+ years in financial services industry.
Why Join Noesis Capital Management?
- Collaborative Culture: Be part of a dynamic team with a strong emphasis on collaboration and continuous learning.
- Unique Expertise: Opportunity to work with international clients and complex cross-border financial strategies.
- Competitive Compensation Package: Base salary with comprehensive benefits and professional development support.
How to Apply:
Interested candidates should submit their resume and cover letter detailing their qualifications and interest in the position to . Please include “Financial Advisor - Boca Raton” in the subject line.