Senior Private Wealth Advisor

Global Advisers, LLC; Conshohocken (Montgomery County); Hybrid; USD 120.000 - 240.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Conshohocken, PA seeks a Senior 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 blends technical judgment with leadership and disciplined business development.

The role requires collaboration with attorneys, accountants, and internal specialists, maintaining rigorous documentation and regulatory compliance while expanding the

Qualifikationen

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management or related experience.
• Series 65 required at hire or within permitted period.

Aufgaben

• Lead comprehensive private-wealth relationships and act as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement, liquidity, and estate coordination.
• Coordinate with attorneys, accountants, and other professionals to implement plans.
• Build and maintain a network of prospective clients and referral relationships.
• Maintain rigorous documentation and regulatory compliance.

Kenntnisse

Private Wealth Management

High-Net-Worth Client Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Ausbildung

Bachelor's degree

Jobbeschreibung

Global Advisers, LLC in Conshohocken, PA seeks a Senior 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 blends technical judgment with leadership and disciplined business development.

The role requires collaboration with attorneys, accountants, and internal specialists, maintaining rigorous documentation and regulatory compliance while expanding the