DC-Based Cross-Border Wealth Planner

The Pacific Bridge Companies, Inc; California; On-site; USD 120,000 - 180,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Analytical skills

Cross-border planning

Client communication

Consulting skills

Financial planning software

Education

Bachelor's degree in Finance, Economics, or Business

CFP, CPA or similar credentials (plus)

Tools

CRM tools

Job description

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.