Brooklyn-Based Wealth & Planning Advisor

Global Advisers, LLC; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Global Advisers, LLC in Brooklyn, NY seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management, business development, and coordinated implementation.

Responsibilities include delivering goals-based financial advice, leading client meetings, expanding the client base through referrals, and coordinating with internal

Qualifications

• Develop goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Responsibilities

• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant financial decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Skills

Relationship management

Communication skills

Professional integrity

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Series 65

Job description

Global Advisers, LLC in Brooklyn, NY seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management, business development, and coordinated implementation.

Responsibilities include delivering goals-based financial advice, leading client meetings, expanding the client base through referrals, and coordinating with internal