Full Time | On-Site | Lisbon, Portugal

Crossborder Group; Lisboa; Presencial; EUR 63 051 - 168 138; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Paid leaves and holidays

Resumo da oferta

A global investment advisory firm is seeking an International Financial Advisor to develop new client relationships and manage existing ones. This role, based in Lisbon, emphasizes business development and financial planning. Ideal candidates should have 10+ years of relevant experience, excellent communication skills, and a strong ethical standard. The firm offers substantial income potential, training, and qualification support, with benefits including health insurance and paid leaves.

Qualificações

• 10+ years of client-facing and sales experience.
• Strong background in financial planning and investment sales.
• Proficiency with CRM systems like HubSpot.

Responsabilidades

• Engage and assess clients’ financial planning needs.
• Build and maintain a strong pipeline of prospective clients.
• Analyze clients’ existing financial positions.

Conhecimentos

Client-facing experience in financial services

Sales experience

Financial planning skills

Investment advisory

Excellent communication skills

Attention to detail

Time management

Organizational skills

Ferramentas

CRM systems

Descrição da oferta de emprego

This position will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts.

Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad. 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 InvestmentAdvisor to join our soon to open Lisbon, Portugal office.

The International Financial Advisor will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts. 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.

International Financial Advisor Job Description and Responsibilities

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 U.S. retirement plans, 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. 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

International Financial Advisor Qualification and Requirements

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 (HubSpot or similar)

Preferred

• Series 65 license (or ability to obtain)
• Experience with U.S. retirement plans (401(k), IRA, pensions, rollovers)
• International or cross-border advisory experience
• Existing transferable book of business (not required, but a plus)

This is a business development–oriented advisory role with 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

Schedule and Work Setup

• Monday to Friday
• Office-based (Lisbon, Portugal)

Annual pay range

$75,000 - $200,000

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