Remote US-UK Cross-Border Wealth Advisor

Prestige IFA Jobs; Atlanta (GA); Remote; USD 79,000 - 159,000; Full time

Benefits offered by this job

Uncapped commissions

Job summary

Beacon Global Advisor Network, LLC, a cross-border wealth advisory practice, seeks a Cross-Border Wealth Specialist to serve UK expatriates in the United States from a UK-based remote setup. The role focuses on UK-UK wealth structures, PFIC rules, SIPP planning, and tax-efficient wrappers while coordinating with US clients from Atlanta.

The position emphasizes remote digital consultations, strict regulatory compliance, and working within a growing US-UK practice targeting international clients.

Qualifications

• Minimum Level 4 UK qualification (DipPFS, CISI, CII) is mandatory.
• Minimum of 24 months of high-performance wealth advisory in a regulated environment.

Responsibilities

• Provide secure, digital discoveries to British expats in Atlanta, Georgia and broader US.
• Align legacy UK pension assets (SIPPs, schemes) with FCA and US SEC frameworks.

Education

DipPFS

CISI

CII

Job description

Beacon Global Advisor Network, LLC, a cross-border wealth advisory practice, seeks a Cross-Border Wealth Specialist to serve UK expatriates in the United States from a UK-based remote setup. The role focuses on UK-UK wealth structures, PFIC rules, SIPP planning, and tax-efficient wrappers while coordinating with US clients from Atlanta.

The position emphasizes remote digital consultations, strict regulatory compliance, and working within a growing US-UK practice targeting international clients.