Global Wealth Manager, Cross-Border & Estate Planning

Creative Planning; United States; On-site; USD 120,000 - 190,000; Full time

Job summary

Creative Planning is seeking an International Wealth Manager to work directly with clients, developing and implementing strategies across financial, investment, insurance, tax and estate planning needs in a multi-currency environment.

You will lead client relationships, present Creative Planning services clearly, and contribute to marketing and knowledgebase efforts for the international team. Strong cross-border expertise and fiduciary responsibility are key.

Qualifications

• 5–7 years in financial services with direct investment sales.
• Experience serving cross-border clients including understanding U.S. expat taxes and cross-border tax planning.
• Ability to translate complex financial topics for clients with clarity.
• Strong attention to detail and high accuracy in work.

Responsibilities

• Serves as the primary point of contact for wealth management clients
• Assists in creating, delivering, and managing comprehensive financial plans
• Works with clients to implement recommendations including coordination with in-house/third-party specialists
• Maintains professionalism and adaptability in a fast-changing environment
• Contributes to team knowledge and cross-border research; supports colleagues
• Obtain referrals and convert leads to clients
• Communicate with clients in line with the 50/1 standard
• Encourage clients to utilize Creative Planning’s other services (law, tax) as appropriate
• Adhere to fiduciary standards and company policies
• Seek knowledge on cross-border matters and participate in internal training
• All other duties as assigned

Skills

Cross-border knowledge

Client relationship skills

Financial sales experience

Strong written and verbal communicate

Education

Bachelor's degree in Finance/Business/Marketing

Graduate degree or CPA/JD/MBA (preferred)

Tools

Windows 10

MS Office (Outlook, Excel, Word)

Zoom

Teams

Job description

Creative Planning is seeking an International Wealth Manager to work directly with clients, developing and implementing strategies across financial, investment, insurance, tax and estate planning needs in a multi-currency environment.

You will lead client relationships, present Creative Planning services clearly, and contribute to marketing and knowledgebase efforts for the international team. Strong cross-border expertise and fiduciary responsibility are key.