David James Wealth USA specialises in advising internationally mobile families and high-profile individuals with complex financial planning and wealth management needs. We work with clients who have connections, wealth and ties between the US and UK. Our client base is evenly split between individuals in sports and entertainment, and leaders in business. These clients require sophisticated cross-border advice that works across two complex jurisdictions.
The Company
The David James Wealth values are:
- We do the right thing – we always stick to what we know to be right
- Totally dedicated – together we work hard and deliver on our promises
- Always improving – we listen, learn, and strive for knowledge
- Enjoying the journey – we’re positive about what the road ahead promises
The Role
This position offers a unique opportunity to make a meaningful impact on the future of the business, contributing significantly to its growth and success.
We are seeking an experienced and highly skilled Cross-Border Financial Adviser to join our growing team. This role is ideal for someone who is dually qualified in the US and UK, with a proven track record of providing exceptional financial advice to high-net-worth individuals and families. The successful candidate will have extensive experience in cross-border financial planning and a deep understanding of the unique challenges faced by internationally mobile clients.
You listen more than you speak. You take the time to deeply understand each client’s feelings, personality, and ambitions before offering your expert advice. You deliver financial planning with purpose, ensuring every aspect of your clients’ finances aligns with their vision for the future while respecting their current circumstances and attitude to risk.
Key Responsibilities
- Act as the lead adviser for a portfolio of clients with complex cross-border financial planning needs.
- Develop and implement bespoke financial strategies that address the unique challenges of US/UK-connected clients, including tax planning, investment management, and estate planning.
- Build and maintain strong, trusted relationships with high-net-worth clients in business, sports, and entertainment.
- Collaborate with internal teams and external specialists to ensure seamless delivery of cross-border solutions.
- Stay up-to-date with US and UK tax laws, regulatory changes, and industry trends to provide clients with the most accurate and relevant advice.
- Contribute to the growth of the business by identifying opportunities to expand client relationships and attract new clients.
- Maintaining CPD, to ensure skills, knowledge and ideas are based on the latest thinking and themes
Key Skills
- A great listener and somebody who takes a genuine interest in people
- Excellent communication skills verbally and in written form
- A focused and dedicated individual with a real attention to detail
- A positive and engaging person, who wants to live and breathe the values of our business
- An ability to delegate tasks to our support team to allow maximum time in front of clients
- Very efficient and self-motivated
- A desire to continually improve and develop yourself and the team around you
- Take a pride in what you do and be an ambassador for the business
- Be inquisitive and challenging, to continually drive progress across the business
Qualifications/Experience
- Dual qualification in the US and UK with a minimum of two years of experience as a lead adviser.
- A demonstrable book of clients, showcasing your ability to build and maintain high-value relationships.
- Deep expertise in cross-border financial planning, with a strong understanding of US and UK tax regimes and regulations.
- Exceptional interpersonal and communication skills, with the ability to connect with high-profile clients and navigate sensitive financial discussions.
- A proactive, entrepreneurial mindset with a passion for delivering exceptional client outcomes.
- Familiarity with the needs of internationally mobile individuals, including leaders in business and those in sports and entertainment.
The Benefits
- The opportunity to work with a dynamic team at the forefront of cross-border financial advice.
- A supportive environment that values innovation, collaboration, and professional growth.
- Access to a prestigious client base with complex and rewarding financial planning needs.
- Support with further qualifications, including study leave
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- The ability and support to work flexibly where appropriate
- Cycle to Work Scheme
- Private Medical Insurance (Bupa)
- Salary range £60,000 - £85,000, depending upon experience
- A performance bonus based on delivering on our core values (see above)
- A performance bonus based on the level of total fee/commission income generated
- We will provide access to market leading technology and IT equipment to help you deliver a first-class service to our clients and will provide full training to get you off to a great start.
To apply, email your application to Chloe@davidjameswealthusa-uk.com
