Senior Private Wealth Advisor for High-Net-Worth Clients

Global Advisers, LLC; Richmond (VA); Vor Ort; USD 90.000 - 180.000; Vollzeit

Zusammenfassung

Global Advisers, LLC seeks a Private Wealth Advisor in Richmond, VA to lead relationships with high-net-worth and ultra-high-net-worth clients. The role requires coordinated investment, planning, liquidity, risk-management, and legacy strategies, along with disciplined business development.

The ideal candidate will combine technical judgment with relationship leadership, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Qualifikationen

• Bachelor's degree and a track record of strong professional achievement.
• Five or more years of private wealth management or related experience.
• Proven success serving high-net-worth or ultra-high-net-worth clients and developing new relationships.
• Series 65 required at hire or within permitted period.

Aufgaben

• Lead comprehensive private-wealth relationships as the primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, estate coordination, and philanthropy.
• Coordinate implementation with internal specialists and clients' attorneys/accountants.
• Build and maintain a network of prospective clients and professional referral relationships.
• Provide clear advice during significant financial events and market volatility, ensuring client confidence.
• Maintain rigorous documentation and compliance with firm and regulatory standards.

Kenntnisse

Relationship management

Investment judgment

Client service

Discretion & professionalism

Ausbildung

Bachelor's degree

Jobbeschreibung

Global Advisers, LLC seeks a Private Wealth Advisor in Richmond, VA to lead relationships with high-net-worth and ultra-high-net-worth clients. The role requires coordinated investment, planning, liquidity, risk-management, and legacy strategies, along with disciplined business development.

The ideal candidate will combine technical judgment with relationship leadership, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.