Hybrid Financial Advisor – Wealth Management & Planning

Global Advisers, LLC; Miami (FL); Hybrid; USD 65,000 - 110,000; Full time

Job summary

Global Advisers in Miami, FL seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and planning, building durable client relationships and coordinating implementation.

The role blends advice, relationship management, and business development, requiring sound judgment, collaboration, accuracy, and high service standards; hybrid schedule with a focus on compliant, client-centered outcomes.

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.
• Life and health insurance licensing where relevant to the advisor's responsibilities.

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.

Skills

Client Relationship Management

Financial Planning

Investment Knowledge

Communication Skills

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers in Miami, FL seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and planning, building durable client relationships and coordinating implementation.

The role blends advice, relationship management, and business development, requiring sound judgment, collaboration, accuracy, and high service standards; hybrid schedule with a focus on compliant, client-centered outcomes.