Senior Financial Advisor - Wealth Planning & Relationships

Global Advisers, LLC; Jersey City (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Global Advisers, LLC in Jersey City, NJ seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning. The role emphasizes durable client relationships, sound judgment, collaboration, and high standards of accuracy and service.

The position combines advising, relationship management, and business development with coordinated implementation across teams.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management or related client-facing experience.
• Demonstrated ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or within the period permitted by law.

Responsibilities

• Develop and deliver goals-based financial advice aligned with client objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals, networks, meetings, and business development activities.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources as needed.
• Maintain complete client records and adhere to regulatory and firm requirements.

Skills

Financial advisory

Wealth management

Financial planning

Client relationships

Investment knowledge

Communication skills

Professional integrity

Education

Bachelor’s degree or equivalent

Job description

Global Advisers, LLC in Jersey City, NJ seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and financial planning. The role emphasizes durable client relationships, sound judgment, collaboration, and high standards of accuracy and service.

The position combines advising, relationship management, and business development with coordinated implementation across teams.