Senior Financial Advisor - Wealth Planning (Hybrid)

Global Advisers, LLC; Richmond (VA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Global Advisers, located in Richmond, VA, seeks an Experienced Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. The role blends advisory work with relationship building and business development to deliver tailored, goals-based strategies.

You will lead meetings, communicate tradeoffs clearly, and coordinate with specialists to satisfy client needs while maintaining high standards of accuracy and

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.

Responsibilities

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant financial decisions.
• 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.

Skills

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent

Series 65 required

CFP certification preferred

Job description

Global Advisers, located in Richmond, VA, seeks an Experienced Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. The role blends advisory work with relationship building and business development to deliver tailored, goals-based strategies.

You will lead meetings, communicate tradeoffs clearly, and coordinate with specialists to satisfy client needs while maintaining high standards of accuracy and