Careers

Cross Border Wealth (CBW) is looking for an experienced Financial Advisors to work in our Manila, Philippines office.

This person will be responsible for establishing new client relationships and managing existing non-USA of the firm.

The candidate should have financial planning and investment sales experience, be hardworking, globally-minded, curious, mature, intelligent, polished, trustworthy, detailed-oriented, and have professional communication skills. Experience with US retirement plans, accounts, and rollover options preferred.

CBW will provide training, an expansive database with qualified leads, and full administrative support.

This is a unique opportunity for the right candidate. Our business is highly specialized with very little competition, working with an underserved market.

Click here to view our JobStreet Post, or the link below for more details.

Cross Border Wealth (CBW) is looking for an experienced Investment Advisor to work in our Pittsburgh, PA office.

This person will be responsible for establishing new client relationships and managing existing USA-based clients with foreign pensions.

The candidate should have financial planning and investment sales experience, the capacity to understand and thoughtfully explain foreign pension structures, be hardworking, globally-minded, curious, mature, intelligent, polished, trustworthy, detailed-oriented, and have professional communication skills. Experience with US retirement plans, accounts, and rollover options preferred.

CBW will provide foreign pension training, an expansive database with qualified leads, and full administrative support.

This is a unique opportunity for the right candidate. Our business is highly specialized with very little competition, working with an underserved market.

Click the link below for more details.