International Investment Advisor | Financial Advisor

About the Company

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 individuals living abroad. 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 international expansion, we are seeking an International Investment Advisor / Financial Advisor for our soon-to-open Bangkok, Thailand office.

Responsibilities

• Develop new client relationships and manage existing clients with U.S.-based private pensions and retirement accounts; this is a client-facing, business development–oriented advisory role combining financial planning, investment advice, and consultative sales.
• 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 and develop referral relationships and long-term client partnerships.
• Analyze and review clients’ existing financial positions and retirement accounts; explain U.S. retirement plans, rollover options, and cross-border considerations clearly and accurately.
• Recommend compliant, relevant cross-border investment and planning solutions and maintain up-to-date knowledge of relevant U.S. and international regulations.
• Work closely with administrative and operations teams to onboard new clients and support ongoing client servicing to ensure professionalism, responsiveness, and client satisfaction.

Qualifications

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 and professional-level English fluency.
• High ethical standards, strong attention to detail, self-starter with time management and organizational skills.
• Proficiency with CRM systems (HubSpot or similar).

Preferred

• Series 65 license (or ability to obtain); CFP® or CHFC® designation.
• Experience with U.S. retirement plans (401(k), IRA, pensions, rollovers) and international or cross-border advisory experience.
• Existing transferable book of business is a plus.

Benefits

• Base salary, performance-based bonuses, and revenue participation.
• 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.
• Health insurance, paid leaves and holidays, and career advancement opportunities.

Schedule and Work Setup

• Monday to Friday; office-based in Bangkok.