Hybrid Wealth & Planning Advisor

Global Advisers, LLC; Washington (Washington County); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Global Advisers, LLC in Fort Washington, PA seeks a seasoned Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning. You will build durable client relationships while delivering goals-based advice and coordinating implementation across teams.

The role combines advisory work with relationship management and business development. Candidates typically have 3+ years in wealth management, Series 65, and a commitment to high

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent

Job description

Global Advisers, LLC in Fort Washington, PA seeks a seasoned Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning. You will build durable client relationships while delivering goals-based advice and coordinating implementation across teams.

The role combines advisory work with relationship management and business development. Candidates typically have 3+ years in wealth management, Series 65, and a commitment to high