Cross Border Planning Consultant

Summary

Company Description YTS Wealth Management provides investment and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA and SIPC. The firm operates within strict regulatory guidelines, serving clients only in states where its financial professionals are properly registered or licensed. YTS Wealth Management emphasizes compliance, transparency, and accuracy in all client interactions and communications. The organization maintains professional standards in how it shares information and conducts business, offering a structured environment for wealth management professionals.Role Description The Cross Border Planning Consultant is a full‑time, on‑site role based in Washington, DC. This position focuses on developing and implementing cross‑border financial planning strategies for clients with international assets, income, or residency considerations. Day-to-day responsibilities include conducting in-depth client needs assessments, analyzing cross-border tax and regulatory implications, preparing customized financial plans, and presenting recommendations in a clear and compliant manner. The consultant collaborates with internal teams and external partners to ensure advice aligns with regulatory requirements and firm policies. The role also involves ongoing monitoring of client plans, documenting all interactions, and staying current with changes in international financial regulations and best practices.QualificationsStrong analytical skills and the ability to interpret complex cross-border financial and regulatory information.Demonstrated experience in planning and financial planning, ideally with international or multi-jurisdictional clients.Excellent communication skills, including the ability to explain complex concepts clearly to clients and colleagues.Consulting skills with a client‑focused approach, including the ability to build trust and long‑term relationships.Bachelor's degree in Finance, Economics, Business, or a related field; advanced credentials such as CFP, CPA, or similar certifications are aplus.Knowledge of cross-border tax, estate, and regulatory considerations, particularly between the U.S. and other major jurisdictions.Proficiencywith financial planning software, CRM tools, and standard office applications.Commitment to ethical conduct, regulatory compliance, and continuous professional development.#J-18808-Ljbffr

Job Description

Company Description YTS Wealth Management provides investment and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA and SIPC. The firm operates within strict regulatory guidelines, serving clients only in states where its financial professionals are properly registered or licensed. YTS Wealth Management emphasizes compliance, transparency, and accuracy in all client interactions and communications. The organization maintains professional standards in how it shares information and conducts business, offering a structured environment for wealth management professionals.Role Description The Cross Border Planning Consultant is a full‑time, on‑site role based in Washington, DC. This position focuses on developing and implementing cross‑border financial planning strategies for clients with international assets, income, or residency considerations. Day-to-day responsibilities include conducting in-depth client needs assessments, analyzing cross-border tax and regulatory implications, preparing customized financial plans, and presenting recommendations in a clear and compliant manner. The consultant collaborates with internal teams and external partners to ensure advice aligns with regulatory requirements and firm policies. The role also involves ongoing monitoring of client plans, documenting all interactions, and staying current with changes in international financial regulations and best practices.QualificationsStrong analytical skills and the ability to interpret complex cross-border financial and regulatory information.Demonstrated experience in planning and financial planning, ideally with international or multi-jurisdictional clients.Excellent communication skills, including the ability to explain complex concepts clearly to clients and colleagues.Consulting skills with a client‑focused approach, including the ability to build trust and long‑term relationships.Bachelor's degree in Finance, Economics, Business, or a related field; advanced credentials such as CFP, CPA, or similar certifications are aplus.Knowledge of cross-border tax, estate, and regulatory considerations, particularly between the U.S. and other major jurisdictions.Proficiencywith financial planning software, CRM tools, and standard office applications.Commitment to ethical conduct, regulatory compliance, and continuous professional development.#J-18808-Ljbffr