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International Financial Advisors

 

  

No Borders

A rare and growing breed of Financial Advisors has chosen to focus primarily on clients living outside of the United States. Based in US offices, these advisors work with VHNW clients worldwide who wish to invest money within US markets.

If you are currently practicing in a brokerage environment that does not understand you or fully support your clients, we can help you find a better firm.

You Are Not Alone

As a broker with an international clientele, you face unique language, support, product, compliance and logistical challenges. To help you meet this challenge, every aspect of branch operations are geared towards your success, with dedicated management and support staff supporting the international practices.

Asian Markets

Offices upporting Asia/Pacific clientele are located in San Francisco and Los Angeles. However, advisors can work remotely from any location within the US.

  • Total Assets Under Management over $30M (domestic or international).
  • Minimum Trailing Twelve Months' production of $250,000.
  • Strong pipeline of Asian/Pacific HNW investors.
  • Appropriate financial, relationship and language skills.
  • Relevant NASD licensing and a clean U4 are required.
  • Advisors can be located anywhere within the US.

Central/South American Markets

  • Total Assets Under Management over $50M with HNW investors in Latin American markets.
  • Minimum Trailing Twelve Months' Production of $450,000.
  • Appropriate financial, relationship and language skills.
  • Relevant NASD licensing and a clean U4 are required.
  • Located in or near Miami, Houston, San Antonio or San Diego.

Compensation

This firm offers very competetive up-front deals for transferrable assets, plus an exceptional commission structure and bonus payouts for ongoing production. Deals can be structured in a number of different ways, depending on your needs and the disposition of your book.

Contact

For further details, contact Heather Gabriel at (713) 849-9413.

 

 

  

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