Private Wealth Advisor — UHNW Client Relationships

Global Advisers; Chadds Ford Township (PA); On-site; USD 140,000 - 240,000; Full time

Job summary

Global Advisers in Chadds Ford, PA 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 advisor will combine technical judgment with relationship leadership, partnering with internal specialists and clients' attorneys/accountants to implement complex financial plans while maintaining rigorous documentation and compliance.

Qualifications

• Bachelor’s degree and proven track record of achievement.
• 5+ years in private wealth management or related field.
• Experience serving high-net-worth or ultra-high-net-worth clients.
• Series 65 required at hire or within the period permitted by law.

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.
• Coordinate with internal specialists and clients' attorneys, accountants, and other professionals to implement.
• 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

Investment judgment

Relationship leadership

Business development

Regulatory compliance

Client service

Education

Bachelor's degree

Job description

Global Advisers in Chadds Ford, PA 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 advisor will combine technical judgment with relationship leadership, partnering with internal specialists and clients' attorneys/accountants to implement complex financial plans while maintaining rigorous documentation and compliance.