Company description
rise wealth management is an international advisory firm focused on helping investors protect, grow, and globalize their wealth through sophisticated financial strategies and access to world-class international financial solutions.
this is a commission-based role designed for individuals who want to build a high-income career by advising clients on sophisticated international financial solutions.
advisors will have access to a portfolio of global investment, wealth protection, and private banking solutionsdesigned for high-net-worth and internationally minded clients. This role offers the opportunity to build a personal book of business while helping clients protect, grow, and internationalize their wealth.
key responsibilities
* develop and maintain long-term relationships with clients seeking international wealth management solutions.
* identify client needs related to investment planning, wealth protection, and asset diversification.
* present and advise on international financial products including investment plans, insurance-based solutions, and private banking services.
* build and manage a pipeline of qualified prospects through networking, referrals, and professional partnerships.
* provide ongoing advisory support and portfolio reviews to clients.
* maintain compliance with regulatory and company guidelines.
* collaborate with the rise wealth management team and international partners to structure tailored solutions for clients.
qualifications
* experience in financial services, insurance, banking, or investment advisory preferred.
* strong networking and relationship-building skills.
* entrepreneurial mindset with the ability to work independently.
* excellent communication and presentation skills.
* interest in international finance, wealth management, and global investment strategies.
* professional fluency in spanish; english is a plus.
compensation
* 100% commission-based structure with highly competitive payouts.
* access to recurring income through long-term advisory and asset-based compensation structures.
* attractive commissions and growth opportunities based on performance.
* no income ceiling — advisors control their earning potential.
what we offer
* access to international investment platforms and global financial institutions.
* competitive commission structure and career development path.
* professional training and ongoing mentorship.
* flexible schedule and location independence.
* opportunity to build a long-term advisory practice in the international wealth management space.
about investors trust
* investors trust, the global brand of the ita group, is an international organization providing access to global markets through diverse unit-linked insurance products. The group operates globally with a network of insurance companies and subsidiaries located in various jurisdictions. Investors trust assurance spc, a key entity of the group, is headquartered in the cayman islands, licensed by its regulatory authority, and holds an \"a-\" rating by am best. Additionally, ita group operates through ita international insurer in puerto rico and ita asia limited in malaysia, regulated under their respective jurisdictional authorities.