Private Wealth Advisor

Global Advisers, LLC; Philadelphia (Philadelphia County); Hybride; USD 150 000 - 230 000; Plein temps

Résumé du poste

Global Advisers, LLC in Philadelphia, PA seeks a Senior Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investments, planning, liquidity, and legacy strategies. The role blends technical judgment with relationship leadership and active business development.

The ideal candidate has 5+ years in private wealth or related fields, a Bachelor's degree, and Series 65, with CFP/CFA/CPA/JD/MBA preferred.

Qualifications

• Bachelor's degree required and a track record of professional achievement.
• Series 65 required at hire or within allowed period.
• Preferred credentials include CFP, CFA, CPA, JD or MBA.

Responsabilités

• Lead comprehensive private-wealth relationships as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, and estate coordination.
• Coordinate with attorneys, accountants, and other professionals to implement plans.
• Build and maintain a network of prospective clients and referral relationships.
• Provide guidance during major financial events, market volatility, and family wealth decisions.
• Maintain thorough documentation and ensure compliance with firm and regulatory standards.

Connaissances

Wealth management

High-net-worth advisory

Portfolio management

Relationship management

Business development

Formation

Bachelor's degree

CFP/CFA/CPA/JD/MBA (advanced credential)

Description du poste

# Private Wealth AdvisorPhiladelphia, PA## About the RoleGlobal Advisers is seeking a Private Wealth Advisor in Philadelphia, 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.## 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.## Preferred Qualifications* CFP, CFA, CPA, JD, MBA, or another advanced professional credential.* Experience with concentrated stock, executive compensation, business-owner planning, trust and estate coordination, or family-office needs.## Skills for This RolePrivate Wealth Management, High-Net-Worth Client Advisory, Ultra-High-Net-Worth Client Advisory, Portfolio Management, Tax-Aware Investing, Trust & Estate Coordination, Family Office Services, Business Development## 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**Philadelphia, PA**Experience Level**Senior Professional**Job Function**Wealth Management**Division**Investment Management**Position**Full-time · Hybrid**Compensation**Commission/Revenue/Fee-Based**Role ID**GA-000215**