Financial Advisor

Global Advisers; Jenkintown (PA); On-site; USD 70,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Jenkintown, PA is seeking a Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. The role blends advisory work, relationship management, business development, and coordinated implementation to build durable client relationships.

The ideal candidate will have 3+ years in financial services, a Bachelor's degree, and Series 65, with strong investment knowledge and client-service

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3+ years in financial advisory, wealth management, financial planning, or related client-facing work.
• Ability to develop and deepen client relationships; strong integrity and communication.

Responsibilities

• Provide 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 coordination, liquidity.
• Lead client meetings and clearly communicate recommendations, including tradeoffs and 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 resources as needed.
• Maintain complete client records and comply with regulatory, privacy, and firm requirements.

Skills

Client relationship development

Investment knowledge

Communication skills

Professional integrity

Education

Bachelor's degree or equivalent

Job description

Global Advisers is seeking a Financial Advisor in Jenkintown, PA 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.

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.

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.