Hybrid Financial Advisor: Wealth Planning & Growth

Global Advisers, LLC; Center Square (PA); Ibrido; USD 85.000 - 160.000; Tempo pieno

Descrizione del lavoro

Global Advisers, LLC in Blue Bell, PA seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships. You will lead client meetings, develop goals-based strategies, coordinate with specialists, and grow the practice through referrals and professional networks.

This full-time, hybrid role requires a Bachelor's degree and Series 65, with CFP preferred; compensation combines

Competenze

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, or 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.

Mansioni

• Develop 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 decisions.
• Lead client meetings and clearly communicate recommendations, including tradeoffs and 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.

Conoscenze

Client Relationship Management

Financial Planning

Investment Knowledge

Communication Skills

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Global Advisers, LLC in Blue Bell, PA seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships. You will lead client meetings, develop goals-based strategies, coordinate with specialists, and grow the practice through referrals and professional networks.

This full-time, hybrid role requires a Bachelor's degree and Series 65, with CFP preferred; compensation combines