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. 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.
Cross Border Wealth (CBW) is looking for an experienced and professional LinkedIn Data Mining & Lead Generation Specialist to work alongside the Lead Generation Manager. The Lead Generation Specialist will assist the Lead Generation 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.