Hybrid Wealth Advisor – Investment & Planning

Global Advisers, LLC; Conshohocken (Montgomery County); Hybrid; USD 100,000 - 140,000; Full time

Job summary

Global Advisers, LLC in Conshohocken, PA seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning. You will build durable client relationships, lead meetings, and coordinate implementation of tailored strategies.

Ideal candidates have 3+ years in financial advisory, wealth management, or related client-facing roles, with Series 65. CFP preferred; licenses for life/health insurance seen as a plus.

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.

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 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.

Job description

Global Advisers, LLC in Conshohocken, PA seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning. You will build durable client relationships, lead meetings, and coordinate implementation of tailored strategies.

Ideal candidates have 3+ years in financial advisory, wealth management, or related client-facing roles, with Series 65. CFP preferred; licenses for life/health insurance seen as a plus.