Senior Private Wealth Advisor - Complex Planning & Growth

Global Advisers, LLC; Atlanta (GA); Presencial; USD 120.000 - 210.000; Jornada completa

Descripción de la vacante

Global Advisers, LLC in Atlanta, GA seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

You will partner with internal specialists and clients’ attorneys, accountants, and other professionals to implement plans, grow the client base, and ensure rigorous documentation and

Formación

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management, financial advisory, investment management, or related experience.
• Demonstrated success serving high-net-worth or ultra-high-net-worth clients and developing new relationships.

Responsabilidades

• Lead comprehensive private-wealth relationships and act as the 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.
• Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a qualified 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.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

Conocimientos

Investment judgment

Executive presence

Discretion

Coordinate complex matters

Educación

Bachelor's degree

Descripción del empleo

Global Advisers, LLC in Atlanta, GA seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

You will partner with internal specialists and clients’ attorneys, accountants, and other professionals to implement plans, grow the client base, and ensure rigorous documentation and