Senior Private Wealth Advisor for High-Net-Worth Clients

Global Advisers, LLC

Bethesda (MD)

Hybrid

USD 130,000 - 220,000

Full time

14 days+

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Job summary

Global Advisers, LLC seeks a Senior Private Wealth Advisor in Bethesda, MD to lead high‑net‑worth relationships and deliver coordinated investment and planning strategies for complex client needs. The role requires collaboration with attorneys, accountants, and internal specialists to implement tailored solutions.

The ideal candidate has 5+ years in private wealth management, strong investment judgment, and an executive presence.

Qualifications

Bachelor's degree and a track record of strong professional achievement.
Five or more years of private wealth management, financial advisory, investment management, or related experience.
Series 65 required at hire or within the period permitted by the firm and applicable law.

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.