Financial Advisor

Global Advisers; Cherry Hill Township (NJ); On-site; USD 100,000 - 140,000; Full time

Job summary

Global Advisers, LLC invites applications for a Financial Advisor in Cherry Hill, NJ, to serve individuals, families, executives, and business owners with comprehensive investment management and financial planning. The role blends advisory work, relationship management, business development, and coordinated implementation.

You will guide goals-based financial planning, lead client meetings, and collaborate with specialists to address complex needs while upholding high standards of accuracy and

Qualifications

• Minimum 3+ years in financial advisory, wealth management, or closely related client-facing roles.
• Bachelor's degree or equivalent professional experience.
• Series 65 required at hire or within the period permitted by firm and applicable law.
• Strong investment knowledge and planning judgment.

Responsibilities

• Develop and deliver goals-based financial advice aligned with client objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate planning, liquidity, and related decisions.
• Lead client meetings and clearly communicate recommendations, tradeoffs, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported activity.
• 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

Relationship building

Investment knowledge

Communication skills

Professional integrity

Education

Bachelor's degree

Job description

Global Advisers is seeking a Financial Advisor in Cherry Hill, NJ 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.