Financial Advisor

Global Advisers, LLC; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will combine advice, relationship management, business development, and coordinated implementation, working collaboratively to maintain high standards of accuracy and client service.

Qualifications

• Develop goals-based financial advice aligned with client objectives and risk tolerance.
• Lead client meetings and clearly communicate recommendations, including tradeoffs and implementation priorities.
• Coordinate with internal teams and outside resources when client needs require specialized expertise.
• Maintain complete client records and adhere to regulatory requirements.

Responsibilities

• Develop goals-based financial advice aligned with client objectives.
• 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, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources when client needs require specialized expertise.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Relationship building

Communication

Financial knowledge

Regulatory compliance

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers is seeking a Financial Advisor in San Francisco, 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.