Careers Without Borders
Our people are our greatest asset. At Cross Border Wealth, we are committed to fostering a high-performance culture where our team members feel empowered to reach their full potential.
We're Looking To
Grow Our Team
We seek talented and motivated individuals as we expand our global operations in the United States, Europe and Asia Pacific. If you're looking for a career in cross-border financial planning and eager to contribute to a dynamic and rewarding work environment, we encourage you to explore career opportunities with us.
We're Looking To Grow Our Team
We seek talented and motivated individuals as we expand our global operations in the United States, Asia and soon in Europe. If you're looking for a career in cross-border financial planning and eager to contribute to a dynamic and rewarding work environment, we encourage you to explore career opportunities with us.
The International Financial Advisor | International Investment Advisor for our U.S. headquarter office will be responsible for developing new client relationships and managing U.S.-based clients with UK and other foreign pensions.
The International Financial Advisor | International Investment Advisor for our soon to open Lisbon, Portugal office will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts.
The International Financial Advisor | International Investment Advisor for our soon to open Bangkok, Thailand office will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts.
The International Financial Advisor | International Investment Advisor for our Manila, Philippines office will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts.
Full Time | On-Site | Manila, Philippines
Private Wealth Relationship Manager | International Wealth Manager
The Private Wealth Relationship Manager position will be responsible for managing an assigned portfolio of international clients with a focus is on long-term relationship stewardship, portfolio oversight, and disciplined growth.
Full Time | On-Site | Manila, Philippines
Senior International Financial Specialist Philippines
The Senior Financial Specialist | Senior Investment Specialist will play a key role in supporting all investment-related functions across the firm, including financial planning, research, portfolio construction and trading.
The Customer Services Associate | Client Services Associate will be responsible for handling client inquiries, processing transactions and collaborating with internal teams to address client needs.
The International Financial Advisor | International Investment Advisor for our Pittsburgh, Pennsylvania office will be responsible for developing new client relationships and managing U.S.-based clients with UK and other foreign pensions.
The International Financial Associate | International Investment Associate will be responsible for assisting our International Investment Advisors with establishing new client relationships and managing existing clients.
Why People Love Working Here
Why Join Our Team
Collaborative Culture
Thrive in a high-performance environment built on cross-functional teamwork and transparent communication.
Growth Opportunities
We provide ongoing professional development opportunities and support to help our team members advance their careers.
Global Exposure
With offices across the United States, Asia and soon in Europe, you will collaborate with diverse clients and teammates worldwide.
Competitive Compensation
We offer a comprehensive compensation and benefits package, including health insurance, retirement plans, and paid time off.
Making a Difference
Provide clarity and security for U.S.-connected individuals worldwide, ensuring their financial peace of mind across borders.
Work-Life Balance
We champion the well-being of our global team by offering flexible arrangements that respect your life outside the firm without compromising excellence.
Who We Are
Cross Border Wealth is a U.S.-based, SEC-registered global investment advisory firm specializing in cross-border financial planning for U.S.-connected global individuals. Our team comprises experienced professionals across various disciplines - including financial advisors, investment analysts, compliance officers, client service specialists, technology experts - all working towards a common goal.