Financial Advisor - Wealth & Relationship Builder (Hybrid)

Global Advisers, LLC; Cherry Hill Township (NJ); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Global Advisers, LLC in Cherry Hill, NJ seeks a Financial Advisor to guide individuals, families, executives, and business owners in investments and comprehensive financial planning. You will build durable client relationships through trusted advice, coordinated implementation, and ongoing service.

The role combines advisory work with business development, client meetings, and cross-functional collaboration to deliver goals-based strategies with high standards of accuracy and integrity.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory or related client-facing experience.
• Series 65 required at hire or within applicable law.
• Strong investment knowledge, planning judgment, communication, and integrity.

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 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.

Skills

Financial Planning

Client Relationships

Business Development

Retirement Planning

Tax Planning

Estate Planning

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent

Job description

Global Advisers, LLC in Cherry Hill, NJ seeks a Financial Advisor to guide individuals, families, executives, and business owners in investments and comprehensive financial planning. You will build durable client relationships through trusted advice, coordinated implementation, and ongoing service.

The role combines advisory work with business development, client meetings, and cross-functional collaboration to deliver goals-based strategies with high standards of accuracy and integrity.