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Financial Advisor Overseas Jobs (NOW HIRING)

Arcadia University

Program Advisor

Glenside, PA · On-site

... grades, finances, special needs, housing, travel and visas. * Work with home school advisors to ... Collaborate with overseas partner institutions and overseas centers to advance application ...

Arcadia University

Program Advisor

Glenside, PA · On-site

... grades, finances, special needs, housing, travel and visas. * Work with home school advisors to ... Collaborate with overseas partner institutions and overseas centers to advance application ...

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 ...

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 ...

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 ...

Asia America Capital

Be Seen First

Business Development Manager (Bilingual English and Chinese)

Irvine, CA · On-site

$20 - $30/hr

... overseas planning goals. We are looking for motivated Business Development Managers who enjoy ... Financial Advisors * Business Service Providers * Professional & High-Net-Worth Communities ...

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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 Jul 31, 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 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.

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 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, and why are they important?

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.
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 July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Representative Career Changer Opportunity

Northwestern Mutual - Cedar Rapids

Cedar Rapids, IA • On-site

$61K - $87K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 29 days ago

Job description

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

At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a time. Recognized as one of CBJ’s Coolest Places to Work and honored with the Training APEX Award, Forbes: Best Employers for New Grads, and WayUp: Top 100 Internships, our office combines industry-leading training with a culture of growth and inclusion. From our Leadership Development Program and Women’s Affinity Summit to our Diversity, Equity & Inclusion committee (IMPOWER), we foster an environment where everyone has the tools and support to succeed. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alex’s Lemonade Stand, the University of Iowa Stead Family Children’s Hospital, and pediatric cancer research through local events that make a lasting impact.
Our thriving office is located at: 401 1st St SE Suite 401 Cedar Rapids IA 52401
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
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.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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.

Flexible work from home options available.