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Financial Advisor Overseas Jobs (NOW HIRING)

SWMG

Financial Planning Manager

Fort Worth, TX · On-site

$90K - $115K/yr

Collaborate with advisors and leadership to support client needs and achieve departmental goals ... overseas Financial Planning or Paraplanning team is strongly preferred Willing to work onsite in ...

SWMG

Financial Planning Manager

Fort Worth, TX · On-site

$90K - $115K/yr

... lead our overseas Paraplanning team. This individual will be responsible for managing team ... Collaborate with advisors and leadership to support client needs and achieve departmental goals.

UOB

Bancassurance Advisor

Central, LA · On-site

$50 - $70/hr

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 ... Customer Engagement:\*\* - Meet with clients to understand their financial goals and insurance ...

New

Louisiana State University

$42K - $51K/yr

Advising may include information about major/minor/elective requirements, financial aid ... Acts as liaison between the overseas partner/program provider and students for education abroad and ...

LSU AgCenter

$42K - $51K/yr

Advising may include information about major/minor/elective requirements, financial aid ... Acts as liaison between the overseas partner/program provider and students for education abroad and ...

Louisiana Workforce Commission

$42K - $51K/yr

Advising may include information about major/minor/elective requirements, financial aid ... Acts as liaison between the overseas partner/program provider and students for education abroad and ...

Indiana University

Academic Advisor

Gary, IN · On-site

$41K - $51K/yr

Collaborates with faculty, enrollment management, financial aid, student affairs, and other campus ... overseas study opportunities, etc. * Tracks and monitors students' academic progress, reviews and ...

Taylor White

Director, Financial Reporting

Tampa, FL · On-site

$170/hr

... advisors as needed * Oversee consolidation of financial results across US and international ... Partner with international accounting teams to ensure timely and accurate integration of overseas ...

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Financial Advisor Overseas information

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$36K

$102.1K

$144K

How much do financial advisor overseas jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial advisor overseas in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does a financial advisor overseas do?

A Financial Advisor Overseas provides financial guidance and planning services to clients who are living or working outside their home country. They help expatriates and international clients manage investments, savings, tax obligations, retirement planning, and cross-border financial issues. Their expertise is essential for navigating different regulatory environments and currency considerations, ensuring clients' financial goals are met despite the complexities of international living. They may also assist with estate planning, insurance needs, and adapting strategies for changing residency statuses.

What are the key skills and qualifications needed to thrive as a financial advisor overseas?

To excel as a Financial Advisor Overseas, you need a strong background in financial planning, investment management, and international financial regulations, often supported by a relevant degree and professional certifications such as CFP or CFA. Familiarity with global tax laws, cross-border compliance systems, and financial analysis tools is crucial. Exceptional communication, cultural sensitivity, and relationship-building skills distinguish top performers in this role. These competencies are vital for effectively managing diverse client portfolios, ensuring regulatory compliance, and building trust with international clients.

What are some unique challenges faced by financial advisors working overseas, and how can they be addressed?

Financial Advisors working overseas often encounter challenges such as navigating diverse regulatory environments, understanding local tax laws, and adapting to cultural differences in financial planning. Building trust with clients from different backgrounds and staying compliant with international financial regulations are crucial. To address these challenges, advisors should invest time in continuous professional development, build strong local networks, and seek guidance from compliance experts familiar with the host country.

What is the difference between Financial Advisor Overseas vs Financial Planner?

AspectFinancial Advisor OverseasFinancial Planner
CertificationsCFP, CFA, or local financial licensesCFP, ChFC, or similar certifications
Work EnvironmentInternational clients, global financial marketsIndividual or corporate clients, local or national markets
Employer & IndustryBanks, investment firms, multinational companiesIndependent firms, financial advisory firms, banks

Both roles require similar certifications and often work within financial services. However, Financial Advisor Overseas primarily serves international clients and operates in global markets, while Financial Planners focus on personal financial plans within local or national contexts. The choice depends on whether you prefer international finance or local financial planning.

Can a financial advisor overseas work internationally?

A financial advisor working overseas can often serve clients internationally, especially if they hold relevant certifications and are familiar with global financial regulations. Many advisors use remote communication tools to work with clients across borders, but they must comply with local licensing requirements and legal standards in each country they serve.
More about Financial Advisor Overseas jobs

What job categories do people searching Financial Advisor Overseas jobs look for?

The top searched job categories for Financial Advisor Overseas jobs are:

Financial Advisor Overseas jobs near you
Infographic showing various Financial Advisor Overseas job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Client Advisor with Athletic Background

Northwestern Mutual - Cedar Rapids

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the Winning Team at Northwestern Mutual – Cedars Rapids!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Cedar Rapids!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:
  1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
  2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
  3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
  4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
  5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Our thriving office is located at: 401 1st St SE Suite 401 Cedar Rapids IA 52401
Meet Our Local Team:
Kalvin Grabau Keele, CHFC, CLU, RICP – Managing Partner/Wealth Management Advisor:
  • Time with NM: 20 years.
  • Prior Experience: Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
  • Passionate About: Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.
Ben Frazier – District Director:
  • Time with NM: 5 years.
  • Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
  • Passionate About: Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.
Kate Berry – Financial Advisor:
  • Time with NM: 2 years.
  • Prior Experience: Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
  • Passionate About: Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her life—she dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.
Kyle Reeve – Financial Advisor:
  • Time with NM: 3 years.
  • Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
  • Passionate About: Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their family’s cabin.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is preferred.
  • Experience: Previous experience in financial services or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.