Financial Advisor

Global Advisers, LLC; Jersey City (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Global Advisers, LLC in Jersey City, NJ seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning. The role emphasizes durable client relationships, sound judgment, collaboration, and high standards of accuracy and service.

The position combines advising, relationship management, and business development with coordinated implementation across teams.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management or related client-facing experience.
• Demonstrated ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or within the period permitted by law.

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 coordination, liquidity, and other decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals, networks, meetings, and business development activities.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources as needed.
• Maintain complete client records and adhere to regulatory and firm requirements.

Skills

Financial advisory

Wealth management

Financial planning

Client relationships

Investment knowledge

Communication skills

Professional integrity

Education

Bachelor’s degree or equivalent

Job description

Global Advisers is seeking a Financial Advisor in Jersey City, 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.

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.