Senior Financial Advisor — Wealth Planning (Hybrid)

Global Advisers, LLC; Princeton (NJ); Hybride; USD 90 000 - 140 000; Plein temps

Résumé du poste

Global Advisers, LLC in Princeton, NJ is seeking a Financial Advisor to serve individuals, families, executives, and business owners across investment management and financial planning. The role blends advice, relationship management, business development, and coordinated implementation in a hybrid work environment.

You will lead client meetings, tailor strategies to risk tolerance and time horizon, and coordinate with specialists to deliver integrated financial plans.

Qualifications

• Bachelor's degree or equivalent professional experience required.
• Three or more years of financial-advisory, wealth-management, or related client-facing experience.
• Series 65 required at hire or within the period allowed by law.
• CFP certification or progress toward CFP certification; Life and health insurance licensing where relevant to the advisor's responsibilities.

Responsabilités

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Connaissances

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Formation

Bachelor's degree or equivalent professional experience

Description du poste

Global Advisers, LLC in Princeton, NJ is seeking a Financial Advisor to serve individuals, families, executives, and business owners across investment management and financial planning. The role blends advice, relationship management, business development, and coordinated implementation in a hybrid work environment.

You will lead client meetings, tailor strategies to risk tolerance and time horizon, and coordinate with specialists to deliver integrated financial plans.