Financial Advisor

Global Advisers, LLC; Palo Alto (CA); Presencial; USD 90 000 - 170 000; Tempo integral

Resumo da oferta

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

Role combines advice, relationship management, business development, and coordinated implementation. Requires Series 65 and 3+ years of client-facing experience with high standards of accuracy and service.

Qualificações

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

Responsabilidades

• Advise individuals, families, executives, and business owners on investment management and financial planning.
• Lead client meetings and communicate recommendations clearly, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals, networks, and firm-supported business development.
• Coordinate with investment, planning, operations, compliance, and outside resources as needed.
• Maintain complete client records and adhere to regulatory and firm requirements.

Conhecimentos

Relationship building

Communication

Investment knowledge

Planning judgment

Formação académica

Bachelor's degree

Series 65 certification

Descrição da oferta de emprego

Global Advisers is seeking a Financial Advisor in Palo Alto, CA 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.