International Financial Advisor – Cross-Border Wealth (NYC)

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

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.