Private Wealth Advisor

Global Advisers, LLC; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

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

The role combines technical judgment with relationship leadership and disciplined business development, requiring collaboration with attorneys, accountants, and internal specialists to deliver tailored solutions.

Qualifications

• Five+ years in private wealth management or related field.
• Proven success serving high-net-worth clients.
• Series 65 required at hire or soon after.
• Strong investment judgment and discretion.

Responsibilities

• Lead comprehensive private-wealth relationships for complex needs.
• Develop investment and planning strategies across assets.
• Coordinate with attorneys, accountants, and professionals.
• Build and maintain a network of prospective clients and referrals.
• Provide guidance during major financial events and market volatility.
• Maintain rigorous documentation and regulatory compliance.

Skills

Wealth management

Relationship leadership

Portfolio oversight

Regulatory compliance

Business development

Education

Bachelor's degree

Series 65 certification

Job description

Global Advisers is seeking a Private Wealth Advisor in San Francisco, CA 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.