Full Time | On-Site | New York, USA

Crossborder Group; New York (NY); On-site; USD 75,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Paid leave

Holidays

Job summary

A global investment advisory firm in New York seeks an International Financial Advisor to develop and manage relationships with U.S.-based clients regarding U.K. and foreign pensions. The role requires at least 10 years in financial services, with a focus on client engagement and financial planning. Benefits include health insurance, paid leave, and performance-based bonuses with a targeted first and second-year compensation of $75,000 to $200,000. The position is office-based in New York City.

Qualifications

• Minimum 10 years of client-facing and sales experience in financial services.
• Strong background in financial planning and investment sales.
• Excellent phone and virtual communication skills.

Responsibilities

• Engage prospective clients via phone, Teams, and email.
• Analyze and review clients’ financial positions.
• Develop referral relationships with clients.

Skills

Client-facing experience

Sales experience

Financial planning

Communication skills

Time management

Tools

HubSpot

Job description

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 managementfor 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.

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 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

International Financial Advisor Qualification and Requirements

Required

• Minimum 10 years of client-facing and sales experiencein 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.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

Schedule and Work Setup

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

$75,000 - $200,000
Annual pay range (first 2 years)

Submit your application by filling up the form below.