Private Wealth Advisor

Global Advisers, LLC; Center Square (PA); On-site; USD 120,000 - 210,000; Full time

Job summary

Global Advisers, LLC in Blue Bell, PA is seeking a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investments, planning, liquidity, risk management, and legacy strategies. The role blends technical judgment with relationship leadership and business development.

The ideal candidate has 5+ years in private wealth or related fields, a Bachelor's degree, and Series 65 certification.

Qualifications

• Bachelor's degree and strong professional achievement.
• 5+ years of private wealth or related experience.
• Series 65 required at hire or within period permitted by firm and law.

Responsibilities

• Lead comprehensive private-wealth relationships and act as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, estate coordination, and philanthropy.
• Coordinate with internal specialists, clients' attorneys, accountants, and other professionals to implement plans.
• Build and maintain a network of prospective clients, centers of influence, and professional referrals.
• Provide clear guidance during significant financial events, market volatility, and family wealth decisions.
• Maintain rigorous documentation, suitability, and compliance with firm and regulatory standards.

Education

Bachelor's degree

Series 65

Job description

Global Advisers is seeking a Private Wealth Advisor in Blue Bell, PA 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.

Key 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.

Qualifications

• 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.