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
Cross Border Wealth is a U.S.-based, SEC-registered global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals worldwide. Headquartered in New York, with offices across the United States, Asia, and soon