International Investment Advisor | Financial Advisor

This position will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts.

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 continued international expansion, we are seeking an International Investment Advisor | Financial Advisor for our soon-to-open Lisbon, Portugal office.

The International Investment Advisor | Financial Advisor will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts. This is a client-facing, business development–o...