Financial Advisor

Global Advisers, LLC; Bethesda (MD); On-site; USD 80,000 - 140,000; Full time

Job summary

Global Advisers, LLC in Bethesda, MD seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships.

The role blends advice, relationship management, business development, and coordinated implementation, requiring sound judgment, teamwork, and high standards of client service.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, or related experience.
• Demonstrated ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or within the period allowed by law.
• Strong investment knowledge, planning judgment, communication skills, and integrity.

Responsibilities

• Develop and deliver goals-based financial advice aligned with client objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement planning, tax-aware planning, insurance, estate coordination, liquidity, and related decisions.
• Lead client meetings and clearly communicate recommendations, tradeoffs, and implementation priorities.
• Develop new client relationships through referrals, professional networks, and firm-supported business development.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources as needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Client relationships

Communication skills

Investment knowledge

Professional integrity

Education

Bachelor's degree or equivalent

Job description

Global Advisers is seeking a Financial Advisor in Bethesda, MD 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. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

• 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.

• 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.