Brooklyn Financial Advisor - Wealth & Retirement (Hybrid)

Global Advisers, LLC; New York (NY); Hybrid; USD 80,000 - 140,000; Full time

Job summary

Global Advisers, LLC in Brooklyn, NY seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and comprehensive financial planning. You will build durable client relationships and coordinate tailored strategies to meet goals.

You will lead meetings, present clear recommendations with tradeoffs and assumptions, and collaborate with specialists to implement plans while maintaining high professional standards.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.

Responsibilities

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• 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.

Skills

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent professional experience

CFP certification or progress toward CFP certification

Job description

Global Advisers, LLC in Brooklyn, NY seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and comprehensive financial planning. You will build durable client relationships and coordinate tailored strategies to meet goals.

You will lead meetings, present clear recommendations with tradeoffs and assumptions, and collaborate with specialists to implement plans while maintaining high professional standards.