On-Site

This position will be responsible for developing new client relationships and managing existing clients U.S.

-based clients with U.K. and other foreign pensions.

Cross Border Wealthis a U.S.

-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.

-connected global individuals. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.

As part of our continued international expansion, we are seeking an International Financial Advisor | International Investment Advisor to join our New York, U.S.office and support the growth of our specialized advisory platform.

The International Financial Advisor will be responsible for developing new client relationships and managing existing U.S.

-based clients with U.K. and other foreign pensions. This is a client-facing, business development–oriented advisory role that combines financial planning, investment advice, and consultative sales.

This position is ideal for a seasoned financial professional who is comfortable engaging clients remotely, explaining complex cross-border structures, and building long-term relationships in a highly specialized, underserved market.

The firm provides extensive training, qualified leads, and full administrative support, allowing the advisor to focus on client relationships and revenue growth.

Business Development & Client Engagement

• Engage prospective clients via phone, Teams, email, and digital platforms
• Conduct meetings and assess clients’ financial and retirement planning needs
• Build and maintain a strong pipeline of prospective clients
• Develop referral relationships and long-term client partnerships

Advisory & Planning

• Analyze and review clients’ existing financial positions and retirement accounts
• Explain private U.K. pensions, rollover options, and cross-border considerations clearly and accurately
• Recommend compliant, relevant cross-border investment and planning solutions
• Maintain up-to-date knowledge of relevant U.S., U.K. and international regulations
• Work closely with administrative and operations teams to onboard new clients
• Support ongoing client servicing and relationship management
• Ensure a high level of professionalism, responsiveness, and client satisfaction

Required

• Minimum 10 years of client-facing and sales experience in financial services
• Strong background in financial planning, investment sales, or advisory services
• Excellent phone and virtual communication skills
• High ethical standards and strong attention to detail
• Self-starter with strong time management and organizational skills
• Proficiency with CRM systems (Hub Spot or similar)

Preferred

• Series 65 license(or ability to obtain)
• Experience with U.K. private pensions
• International or cross-border advisory experience
• Existing transferable book of business (not required, but a plus)

This is abusiness development–oriented advisory rolewith significant income potential:

• Performance-based bonuses
• First–second year total compensation target: USD $75,000 to $200,000
• Significant annual upside as client base grows
• Additional revenue opportunities for advisors bringing a transferable book

Benefits include:

• Health insurance
• Paid leaves and holidays

• Monday to Friday
• Office-based (New York City, NY)

Submit your application by filling up the form below.