Private Wealth Advisor - UHNW Planning and Relationships

Global Advisers, LLC; Radnor (Delaware County); Hybrid; USD 120,000 - 220,000; Full time

Job summary

Global Advisers, LLC in Radnor, PA is seeking a Senior Private Wealth Advisor to lead coordinated investment, planning, and wealth-management strategies for high-net-worth clients. You will manage complex relationships, work with attorneys and accountants, and drive business development to expand the firm’s client base.

The role requires strategic judgment, collaboration, and a track record of delivering precise, compliant advice in dynamic markets.

Qualifications

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management or related experience.
• Experience 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 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, concentrated positions, liquidity, insurance, estate coordination, and philanthropic objectives.
• Coordinate with attorneys, accountants, and other professionals to implement plans.
• Build and maintain a 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.

Skills

High-Net-Worth Advisory

Portfolio Management

Client Relationship

Regulatory Compliance

Education

Bachelor's degree

Series 65

CFP

CFA

Job description

Global Advisers, LLC in Radnor, PA is seeking a Senior Private Wealth Advisor to lead coordinated investment, planning, and wealth-management strategies for high-net-worth clients. You will manage complex relationships, work with attorneys and accountants, and drive business development to expand the firm’s client base.

The role requires strategic judgment, collaboration, and a track record of delivering precise, compliant advice in dynamic markets.