Full Time | On-Site | Pittsburgh, USA

Crossborder Group; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 75,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Paid leaves and holidays

Job summary

A financial advisory firm located in Pittsburgh is seeking an experienced International Investment Advisor to manage U.S.-based clients with foreign pensions. The role involves substantial client engagement and requires strong financial planning skills, aiming to provide tailored investment advice. Interested candidates should have at least 10 years of relevant experience and excellent communication skills. The position offers a competitive salary structure and extensive support for client relationship management.

Qualifications

• 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.

Responsibilities

• Engage prospective clients via phone, Teams, email, and digital platforms.
• Conduct meetings to assess financial and retirement planning needs.
• Analyze clients’ financial positions and retirement accounts.

Skills

Client-facing experience

Sales experience

Financial planning

Investment sales

Virtual communication skills

Attention to detail

Tools

CRM systems (HubSpot or similar)

Job description

Overview

This position will be responsible for developing new client relationships and managing existing U.S.-based clients with U.K. and other foreign pensions. 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 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 Investment Advisor | Financial Advisor to join our Pittsburgh, U.S. office and support the growth of our specialized advisory platform.

The International Investment Advisor | 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.

Key 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

Skills 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.K. private pensions
• 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 (Pittsburgh, PA)

Compensation

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

Submit your application by filling up the form below.

Apply: Form Fields

First Name *

Last Name *

Email *

Phone Number *

Country/Region eligibility (for international dialing):

• United States +1
• United Kingdom +44
• Canada +1
• Germany +49
• France +33
• Australia +61
• India +91
• Other countries may be supported

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Resume/CV (required) and Cover Letter (optional)