Financial Advisor

Global Advisers; Radnor (Delaware County); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

Global Advisers, LLC in Radnor, PA seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and financial planning, while building durable client relationships. You will balance advisory work with relationship development and coordinated implementation to meet client objectives.

The role requires strong judgment, teamwork, high standards of accuracy and professionalism, and the ability to communicate tradeoffs clearly during client

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.
• 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.

Responsabilités

• 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, professional networks, 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.

Connaissances

Client relations

Investment knowledge

Communication

Integrity

Formation

Bachelor's degree or equivalent

Description du poste

Global Advisers is seeking a Financial Advisor in Radnor, 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.

• 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.