Financial Advisor

Global Advisers, LLC; Westport (CT); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Global Advisers, LLC in Westport, CT is seeking a Financial Advisor to deliver goals-based financial guidance for individuals, families, executives, and business owners. You will manage relationships, coordinate investment and planning actions, and drive business development with a client-centric approach.

Responsibilities include leading client meetings, articulating tradeoffs, and coordinating with internal teams to implement strategies while maintaining accurate records and high professional

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.
• CFP certification or progress toward CFP certification is preferred.

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 and firm-supported business development activity.
• Coordinate with investment, planning, operations, compliance, and outside resources as needed.
• Maintain complete client records and comply with regulatory and firm requirements.

Skills

Client relationships

Investment knowledge

Retirement planning

Communication skills

Regulatory compliance

Education

Bachelor's degree or equivalent

Tools

Series 65

Job description

# Financial AdvisorWestport, CT## About the RoleGlobal Advisers is seeking a Financial Advisor in Westport, CT 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**Westport, CT**Experience Level**Experienced Professional**Job Function**Financial Advisory**Division**Professional Services**Position**Full-time · Hybrid**Compensation**Commission/Revenue/Fee-Based**Role ID**GA-000269**