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CBW Manila office

International Financial Advisor Philippines | International Investment 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 Financial Advisor | International Investment Advisor to join our Manila, Philippines office.

The International 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–oriented advisory role that combines financial planning, investment advice, and consultative sales.
 
This position is ideal for a seasoned financial professional who is comfortable engaging clients remotely, explaining complex cross-border structures, and building long-term relationships in a highly specialized, underserved market.
 
The firm provides extensive training, qualified leads, and full administrative support, allowing the advisor to focus on client relationships and revenue growth.


International Financial Advisor Job Description and Responsibilities

Business Development & Client Engagement
  • 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
  • Develop referral relationships and long-term client partnerships
 
Advisory & Planning
  • 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
  • Maintain up-to-date knowledge of relevant U.S. and international regulations

Client Onboarding & Servicing
  • Work closely with administrative and operations teams to onboard new clients
  • Support ongoing client servicing and relationship management
  • Ensure a high level of professionalism, responsiveness, and client satisfaction


International Financial Advisor Qualification and Requirements

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
  • High ethical standards and strong attention to detail
  • Self-starter with strong time management and organizational skills
  • Proficiency with CRM systems (HubSpot or similar)
  • Professional-level English fluency
 
Preferred
  • Series 65 license (or ability to obtain)
  • CFP® or CHFC® designation
  • Experience with U.S. retirement plans (401(k), IRA, pensions, rollovers)
  • International or cross-border advisory experience
  • Existing transferable book of business (not required, but a plus)


Benefits

This is a business development–oriented advisory role with significant income potential:
  • Base salary
  • Performance-based bonuses
  • Revenue participation
  • First–second year total compensation target: $75,000 to $200,000
  • Significant annual upside as client base grows
  • Additional revenue opportunities for advisors bringing a transferable book
 
Benefits include:
  • Health insurance
  • Paid leaves and holidays
  • Career advancement opportunities


Schedule and Work Setup

  • Monday to Friday
  • Office-based (Alabang, Muntinlupa)
ꚰ Alabang, Muntinlupa
$75,000 - $200,000
Annual pay range (first 2 years)
Apply for this role

Job Type:
Full-time, onsite

Supplemental Pay:
Bonus opportunities

Experience:
Financial services

License/Certification:
Series 65 license

Join our team

Submit your application by filling up the form below.