Senior Private Wealth Advisor for High-Net-Worth Clients

Global Advisers, LLC; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Global Advisers, LLC in New York City seeks a Private Wealth Advisor to lead relationships with high-net-worth clients. You will coordinate investment, planning, liquidity, risk-management, and legacy strategies while collaborating with attorneys, accountants, and internal specialists.

The role emphasizes sound judgment, client service, and disciplined business development, targeting complex financial matters and coordinated implementations on Wall Street.

Qualifications

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management or related experience.
• Demonstrated success serving high-net-worth clients and developing new relationships.
• Series 65 required at hire or within the period permitted by law.
• Strong investment judgment, 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 and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, and family wealth decisions.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

Skills

Strong investment judgment

Executive presence

Discretion

Client relationship leadership

Regulatory/compliance awareness

Education

Bachelor's degree

Job description

Global Advisers, LLC in New York City seeks a Private Wealth Advisor to lead relationships with high-net-worth clients. You will coordinate investment, planning, liquidity, risk-management, and legacy strategies while collaborating with attorneys, accountants, and internal specialists.

The role emphasizes sound judgment, client service, and disciplined business development, targeting complex financial matters and coordinated implementations on Wall Street.