Hybrid Financial Advisor — Wealth & Planning Specialist

Global Advisers, LLC; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Global Advisers, LLC in Philadelphia, PA is seeking an experienced Financial Advisor to advise individuals, families, executives, and business owners on investment management and financial planning. You will develop durable client relationships while coordinating implementation and delivering goals-based advice.

The role combines client meetings, tradeoffs communication, and cross-functional coordination with internal teams and outside professionals.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three+ 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 client objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant decisions.
• Lead client meetings and clearly communicate recommendations, tradeoffs, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-backed business development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside experts when specialized knowledge is needed.
• Maintain complete client records and adhere to 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

Series 65 license

CFP certification preferred

Life and health insurance licensing where relevant

Job description

Global Advisers, LLC in Philadelphia, PA is seeking an experienced Financial Advisor to advise individuals, families, executives, and business owners on investment management and financial planning. You will develop durable client relationships while coordinating implementation and delivering goals-based advice.

The role combines client meetings, tradeoffs communication, and cross-functional coordination with internal teams and outside professionals.