Senior Private Wealth Advisor for HNW/UHNW, Hybrid

Global Advisers, LLC; New York (NY); Híbrido; USD 150.000 - 260.000; Jornada completa

Descripción de la vacante

Global Advisers, LLC seeks a Senior Private Wealth Advisor in Brooklyn, NY to lead high-net-worth relationships with comprehensive investment, planning, and estate coordination. You will collaborate with attorneys, accountants, and internal specialists to deliver coordinated strategies and rigorous client service.

Applicants should have a Bachelor's degree and 5+ years in private wealth or related fields; Series 65 preferred. Hybrid full-time role with a client-centered, results-driven mindset.

Formación

• Bachelor's degree required with strong professional achievement.
• Five+ years in private wealth management or related field.
• Experience serving high-net-worth clients and developing relationships.

Responsabilidades

• Lead comprehensive private-wealth relationships and act as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, and estate coordination.
• Coordinate with attorneys, accountants, and internal specialists to implement strategies.
• Build and maintain a network of prospective clients and referral relationships.
• Provide clear advice during major financial events and market volatility.
• Maintain documentation, suitability, and regulatory compliance.

Conocimientos

Private Wealth Mgmt

High-Net-Worth Advisory

Ultra-High-Net-Worth Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Educación

Bachelor's degree

Descripción del empleo

Global Advisers, LLC seeks a Senior Private Wealth Advisor in Brooklyn, NY to lead high-net-worth relationships with comprehensive investment, planning, and estate coordination. You will collaborate with attorneys, accountants, and internal specialists to deliver coordinated strategies and rigorous client service.

Applicants should have a Bachelor's degree and 5+ years in private wealth or related fields; Series 65 preferred. Hybrid full-time role with a client-centered, results-driven mindset.