Hybrid Financial Advisor — Wealth & Relationship Growth

Global Advisers, LLC; Los Angeles (CA); Híbrido; USD 70.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Descripción de la vacante

Global Advisers, LLC in Los Angeles, CA seeks a Financial Advisor to counsel individuals, families, executives, and business owners on investment management and comprehensive financial planning. You will build durable client relationships through sound advice and coordinated implementation.

The role blends advisory duties with relationship management, business development, and cross‑functional collaboration.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Goals-based advice

Relationship management

Business development

Retirement planning

Tax planning

Estate planning

Investment policy statements

Presentation skills

Educación

Bachelor's degree or equivalent

Descripción del empleo

Global Advisers, LLC in Los Angeles, CA seeks a Financial Advisor to counsel individuals, families, executives, and business owners on investment management and comprehensive financial planning. You will build durable client relationships through sound advice and coordinated implementation.

The role blends advisory duties with relationship management, business development, and cross‑functional collaboration.