Senior Private Wealth Advisor - Complex Wealth & Planning

Global Advisers, LLC; Los Angeles (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Global Advisers, LLC seeks a Private Wealth Advisor in Los Angeles, CA to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, and estate strategies. The role demands disciplined client service, sound judgment, and professional conduct.

You will partner with internal specialists and clients’ attorneys, accountants, and other professionals to deliver integrated wealth solutions, while actively developing a strong referral network

Qualifications

• 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.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment judgment, executive presence, discretion, and ability to coordinate complex financial matters.

Responsibilities

• 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.

Skills

Investment judgment

Executive presence

Discretion

Financial coordination

Education

Bachelor's degree

Series 65 certification

Job description

Global Advisers, LLC seeks a Private Wealth Advisor in Los Angeles, CA to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, and estate strategies. The role demands disciplined client service, sound judgment, and professional conduct.

You will partner with internal specialists and clients’ attorneys, accountants, and other professionals to deliver integrated wealth solutions, while actively developing a strong referral network