Hybrid Financial Advisor: Investment & Planning Excellence

Global Advisers, LLC; Pennsylvania; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Global Advisers, LLC in Jenkintown, PA seeks an experienced Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning. You will develop durable client relationships and coordinate across teams to deliver tailored, compliant solutions.

The role blends advisory work, relationship management, business development, and disciplined implementation.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, or 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.
• CFP certification or progress toward CFP 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 clearly communicate recommendations, tradeoffs, and implementation priorities.
• Develop new client relationships through referrals, networks, prospect meetings, and firm-supported activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources as needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent professional experience

Series 65 license (required at hire)

CFP certification or progress toward CFP

Job description

Global Advisers, LLC in Jenkintown, PA seeks an experienced Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning. You will develop durable client relationships and coordinate across teams to deliver tailored, compliant solutions.

The role blends advisory work, relationship management, business development, and disciplined implementation.