Private Wealth Advisor

Global Advisers; Cambridge (MA); On-site; USD 140,000 - 190,000; Full time

Job summary

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

The role requires strong judgment, collaboration, and a proven track record in private wealth management, plus Series 65 at hire or soon after. You will work with attorneys, accountants, and other professionals to deliver comprehensive solutions.

Qualifications

• Lead comprehensive private-wealth relationships and act as the primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, concentrated positions, liquidity, insurance, estate coordination, and philanthropic objectives.
• Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, business transitions and family wealth decisions.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

Responsibilities

• Lead comprehensive private-wealth relationships and act as the primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, concentrated positions, liquidity, insurance, estate coordination, and philanthropic objectives.
• Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, business transitions and family wealth decisions.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

Skills

Relationship leadership

Sound judgment

Discretion

Business development

Education

Bachelor's degree

Job description

Global Advisers is seeking a Private Wealth Advisor in Cambridge, MA to lead relationships with high-net-worth and ultra-high-net-worth clients whose financial lives require coordinated investment, planning, liquidity, risk-management, and legacy strategies. The advisor is expected to combine technical judgment with relationship leadership and disciplined business 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.

• Lead comprehensive private-wealth relationships and act as the primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, concentrated positions, liquidity, insurance, estate coordination, and philanthropic objectives.
• Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, business transitions and family wealth decisions.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management, financial advisory, investment management, or related experience.
• Demonstrated success serving high-net-worth or ultra-high-net-worth clients and developing new relationships.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment judgment, executive presence, discretion, and ability to coordinate complex financial matters.