Cross Border Wealth is looking for an experienced, diligent, and professional Compliance Manager. You will be responsible for the overall compliance of the firm. This includes, but is not limited to, the following areas; regulatory, federal and state, and human resources. There will be a particular focus on regulatory compliance. The successful candidate will be an excellent communicator, who will develop an in-depth knowledge of the latest industry procedures and regulations.
Cross Border Wealth (CBW) is looking for an experienced Investment Advisor to work in our Pittsburg, 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.
Cross Border Wealth (CBW) is looking for an experienced and professional Marketing Associate to work alongside the Marketing Manager. The Marketing Associate will assist the Marketing Manager in all areas related to lead generation, data mining, and social media marketing. The candidate must have a strong lead generation and digital marketing experience and the ability to manage ad-hoc tasks as may be required by the business. They include but are not limited to, data mining, lead generation, social media management, digital marketing, and existing database clean-up.