Cross Border Planning Consultant

The Pacific Bridge Companies, Inc; California; Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

YTS Wealth Management in Washington, DC is seeking a Cross Border Planning Consultant to develop and implement cross-border financial planning strategies for clients with international assets, income, or residency considerations.

You will conduct in-depth client needs assessments, analyze cross-border tax and regulatory implications, prepare customized financial plans, and present recommendations in a clear and compliant manner.

Qualifications

• Strong analytical ability to interpret cross-border financial and regulatory information.
• Experience in planning for international or multi-jurisdictional clients.
• Excellent communication skills to explain complex concepts clearly to clients and colleagues.
• Client-focused consulting approach to build trust and long-term relationships.
• Proficiency with financial planning software and CRM tools.

Responsabilités

• Conduct in-depth client needs assessments for cross-border planning.
• Analyze cross-border tax and regulatory implications for clients.
• Prepare customized financial plans and present recommendations clearly and compliantly.
• Collaborate with internal teams and external partners to align advice with firm policies.
• Monitor client plans and stay current with international financial regulations.

Connaissances

Analytical skills

Cross-border planning

Client communication

Consulting skills

Financial planning software

Formation

Bachelor's degree in Finance, Economics, or Business

CFP, CPA or similar credentials (plus)

Outils

CRM tools

Description du poste

Company Description YTS Wealth Management provides investment and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA and SIPC. The firm operates within strict regulatory guidelines, serving clients only in states where its financial professionals are properly registered or licensed. YTS Wealth Management emphasizes compliance, transparency, and accuracy in all client interactions and communications. The organization maintains professional standards in how it shares information and conducts business, offering a structured environment for wealth management professionals.
Role Description The Cross Border Planning Consultant is a full‑time, on‑site role based in Washington, DC. This position focuses on developing and implementing cross‑border financial planning strategies for clients with international assets, income, or residency considerations. Day-to-day responsibilities include conducting in-depth client needs assessments, analyzing cross-border tax and regulatory implications, preparing customized financial plans, and presenting recommendations in a clear and compliant manner. The consultant collaborates with internal teams and external partners to ensure advice aligns with regulatory requirements and firm policies. The role also involves ongoing monitoring of client plans, documenting all interactions, and staying current with changes in international financial regulations and best practices.
Qualifications

• Strong analytical skills and the ability to interpret complex cross-border financial and regulatory information.
• Demonstrated experience in planning and financial planning, ideally with international or multi-jurisdictional clients.
• Excellent communication skills, including the ability to explain complex concepts clearly to clients and colleagues.
• Consulting skills with a client‑focused approach, including the ability to build trust and long‑term relationships.
• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced credentials such as CFP, CPA, or similar certifications are a plus.
• Knowledge of cross-border tax, estate, and regulatory considerations, particularly between the U.S. and other major jurisdictions.
• Proficiency with financial planning software, CRM tools, and standard office applications.
• Commitment to ethical conduct, regulatory compliance, and continuous professional development.