International Financial Advisor Thailand | 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 Investment Advisor | Financial Advisor to join our soon to open Bangkok, Thailand office.
Key Responsibilities
- 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
- 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
- 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
Skills and Requirements
- 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
- 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
- Base salary
- Performance-based bonuses
- 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
- Career advancement opportunities
Schedule and Work Setup
- Monday to Friday
- Office-based (Bangkok, Thailand)
Job Type:
Full-time, onsite
Supplemental Pay:
Bonus opportunities
Experience:
Financial services
License/Certification:
Series 65 license