Private Client Advisor

Global Advisers, LLC; Los Angeles (CA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Global Advisers, LLC in Los Angeles, CA seeks an experienced Private Client Advisor to manage and grow relationships with individuals and families seeking coordinated investment and financial-planning advice. You will lead advisory conversations, coordinate multi-disciplinary planning, and build new client relationships through referrals and networks.

The role requires a bachelor’s degree or equivalent experience, 3+ years in financial services, and a Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-services, advisory, relationship-management, or business-development experience.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong client communication and relationship-development skills.
• High professional standards and sound judgment.

Responsibilities

• Lead client discovery and ongoing financial-advisory conversations.
• Coordinate investment, retirement, insurance, tax-aware, and estate-planning needs with appropriate specialists.
• Develop new relationships through referrals, professional networks, and prospect activity.
• Maintain accurate client records and follow through on commitments.
• Communicate market and planning information clearly without overstating certainty.
• Escalate complex investment, legal, tax, insurance, or compliance issues to appropriate resources.

Skills

Financial Planning

Client Relationship Management

Business Development

Presentation Skills

Wealth Management

Client Retention

Retirement Planning

Education

Bachelor's degree or equivalent professional experience

Job description

# Private Client AdvisorLos Angeles, CA## About the RoleGlobal Advisers is seeking a Private Client Advisor in Los Angeles, CA to manage and grow relationships with individuals and families seeking coordinated investment and financial-planning advice, combining responsive service with disciplined relationship development. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.## Responsibilities* Lead client discovery and ongoing financial-advisory conversations.* Coordinate investment, retirement, insurance, tax-aware, and estate-planning needs with appropriate specialists.* Develop new relationships through referrals, professional networks, and prospect activity.* Maintain accurate client records and follow through on commitments.* Communicate market and planning information clearly without overstating certainty.* Escalate complex investment, legal, tax, insurance, or compliance issues to appropriate resources.## Qualifications* Bachelor's degree or equivalent professional experience.* Three or more years of financial-services, advisory, relationship-management, or business-development experience.* Series 65 required at hire or within the period permitted by the firm and applicable law.* Strong client communication and relationship-development skills.* High professional standards and sound judgment.## Preferred Qualifications* CFP certification or progress toward the designation.* Life and health insurance licensing where relevant.## Skills for This RoleFinancial Planning, Client Relationship Management, Business Development, Presentation Skills, Wealth Management, Client Retention, Retirement Planning## How We Evaluate CandidatesGlobal Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.## Employment Notices### Equal Employment OpportunityGlobal Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.### Reasonable AccommodationGlobal Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact [e-mail]. Requests for accommodation are considered in accordance with applicable law.### Employment InformationRole requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.### Opportunity OverviewLocation**Los Angeles, CA**Experience Level**Experienced Professional**Job Function**Financial Advisory**Division**Professional Services**Position**Full-time · Hybrid**Compensation**Commission/Revenue/Fee-Based**Role ID**GA-000023**