Lead Private Wealth Advisor - Complex Planning

Global Advisers, LLC; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Global Advisers, LLC in San Francisco, CA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk, and legacy strategies.

The role combines technical judgment with relationship leadership and disciplined business development, requiring collaboration with attorneys, accountants, and internal specialists to deliver tailored solutions.

Qualifications

• Five+ years in private wealth management or related field.
• Proven success serving high-net-worth clients.
• Series 65 required at hire or soon after.
• Strong investment judgment and discretion.

Responsibilities

• Lead comprehensive private-wealth relationships for complex needs.
• Develop investment and planning strategies across assets.
• Coordinate with attorneys, accountants, and professionals.
• Build and maintain a network of prospective clients and referrals.
• Provide guidance during major financial events and market volatility.
• Maintain rigorous documentation and regulatory compliance.

Skills

Wealth management

Relationship leadership

Portfolio oversight

Regulatory compliance

Business development

Education

Bachelor's degree

Series 65 certification

Job description

Global Advisers, LLC in San Francisco, CA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk, and legacy strategies.

The role combines technical judgment with relationship leadership and disciplined business development, requiring collaboration with attorneys, accountants, and internal specialists to deliver tailored solutions.