Dallas Financial Advisor - Wealth & Planning

Global Advisers, LLC; Dallas (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Global Advisers, LLC in Dallas, TX seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning. You will develop durable client relationships and coordinate across teams to deliver comprehensive solutions.

The role combines advisory, relationship management, business development, and implementation, requiring sound judgment, collaboration, and high standards of accuracy and client service.

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.
• Demonstrated ability to develop, retain, and deepen client relationships.
• 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.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Skills

Investment knowledge

Relationship management

Communication skills

Professional integrity

Education

Bachelor's degree or equivalent

Series 65

Job description

Global Advisers, LLC in Dallas, TX seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning. You will develop durable client relationships and coordinate across teams to deliver comprehensive solutions.

The role combines advisory, relationship management, business development, and implementation, requiring sound judgment, collaboration, and high standards of accuracy and client service.