Private Wealth Advisor

Global Advisers; Salt Lake City (UT); Sur place; USD 120 000 - 200 000; Plein temps

Résumé du poste

Global Advisers, LLC in Salt Lake City, UT seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor combines technical judgment with relationship leadership and disciplined business development.

Requires a bachelor’s degree, 5+ years in wealth management, Series 65 at hire, and a proven ability to manage complex financial matters for demanding clients.

Qualifications

• Bachelor’s degree required.
• 5+ years in private wealth management, financial advisory, or related experience.
• Proven success serving high-net-worth clients and developing new relationships.

Responsabilités

• 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, liquidity, and legacy planning.
• Coordinate with clients' attorneys, accountants, and internal specialists to implement strategies.
• Build and maintain a network of prospective clients and referral relationships.
• Provide clear advice during significant financial events and market volatility.
• Maintain rigorous documentation and compliance with firm standards.

Connaissances

Relationship management

Client service

Business development

Financial judgment

Formation

Bachelor's degree

Description du poste

Global Advisers is seeking a Private Wealth Advisor in Salt Lake City, UT 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.