Hybrid Wealth Advisor - Personal Finance & Planning

Global Advisers, LLC; Exton (PA); Hybrid; USD 60,000 - 110,000; Full time

Job summary

Global Advisers, LLC in Exton, PA seeks a Experienced Financial Advisor to guide individuals, families, executives, and business owners through investment management and comprehensive financial planning. You will build durable relationships, lead meetings, and coordinate with specialists to implement tailored strategies while upholding high accuracy and professional conduct.

This full-time hybrid role requires solid client-service orientation, regulatory compliance awareness, and a commitment to

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years in financial advisory or related client-facing roles.
• Ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or as permitted by law.
• CFP certification or progress toward CFP preferred.

Responsibilities

• Develop 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.

Skills

Goals-based Planning

Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or higher

Series 65 license

CFP certification or progress toward CFP

Life/Health insurance license

Job description

Global Advisers, LLC in Exton, PA seeks a Experienced Financial Advisor to guide individuals, families, executives, and business owners through investment management and comprehensive financial planning. You will build durable relationships, lead meetings, and coordinate with specialists to implement tailored strategies while upholding high accuracy and professional conduct.

This full-time hybrid role requires solid client-service orientation, regulatory compliance awareness, and a commitment to