Financial Advisor

Global Advisers, LLC; Palo Alto (CA); Hybrid; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Global Advisers, LLC is hiring a Financial Advisor in Palo Alto, CA to provide comprehensive financial planning and investment guidance for individuals, families, executives and business owners. You will build durable relationships, manage relationships across teams, and participate in business development while delivering high‑quality advice and service.

The role emphasizes goals-based planning, tax-aware strategies, and coordinated implementation with a disciplined approach to client needs,

Qualifikationen

• Bachelor's degree or equivalent professional experience.
• Three+ years of financial-advisory or related client-facing experience.
• Demonstrated ability to develop, retain and deepen client relationships.
• Series 65 required at hire or per applicable law.
• Strong investment knowledge, planning judgment, communication skills, and integrity.

Aufgaben

• 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 clearly communicate recommendations, tradeoffs and implementation priorities.
• Develop new client relationships through referrals, 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 and firm requirements.

Kenntnisse

Client relationship management

Investment knowledge

Communication skills

Professional integrity

Business development

Ausbildung

Bachelor's degree or equivalent (Series 65)

CFP certification (preferred)

Tools

Series 65 license

Jobbeschreibung

# Financial AdvisorPalo Alto, CA## About the RoleGlobal 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.## 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.## Preferred Qualifications* CFP certification or progress toward CFP certification.* Life and health insurance licensing where relevant to the advisor's responsibilities.* Experience serving high-net-worth clients, executives, professionals, or business owners.## Skills for This RoleFinancial Planning, Client Relationship Management, Business Development, Retirement Planning, Tax Planning, Estate Planning Coordination, Investment Policy Statements, Presentation Skills## How We Evaluate CandidatesGlobal Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.## Employment Notices### Equal Employment OpportunityGlobal Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.### Reasonable AccommodationGlobal Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact [e-mail]. Requests for accommodation are considered in accordance with applicable law.### Employment InformationRole requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.### Opportunity OverviewLocation**Palo Alto, CA**Experience Level**Experienced Professional**Job Function**Financial Advisory**Division**Professional Services**Position**Full-time · Hybrid**Compensation**Commission/Revenue/Fee-Based**Role ID**GA-000209**