Senior Private Wealth Advisor for UHNW Clients

Global Advisers, LLC; Berwyn (PA); On-site; USD 150,000 - 260,000; Full time

Job summary

Global Advisers, LLC in Berwyn, PA is seeking aPrivate Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investments, planning, liquidity, risk management, and legacy strategies. The advisor is expected to combine technical judgment with relationship leadership and disciplined business development.

The role requires strong judgment, collaboration, and a commitment to accuracy, client service, and professional conduct.

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.

Responsibilities

• Lead comprehensive private-wealth relationships as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, estate coordination, and philanthropic objectives.
• Coordinate with clients' attorneys, accountants, and internal specialists to implement plans.
• Build and maintain a network of prospective clients, centers of influence, and referral relationships.
• Provide clear guidance during major financial events and market volatility.
• Maintain rigorous documentation and ensure compliance with firm standards.

Skills

Private wealth management

Relationship leadership

Investment advisory

Series 65

Education

Bachelor's degree

Job description

Global Advisers, LLC in Berwyn, PA is seeking aPrivate Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investments, planning, liquidity, risk management, and legacy strategies. The advisor is expected to combine technical judgment with relationship leadership and disciplined business development.

The role requires strong judgment, collaboration, and a commitment to accuracy, client service, and professional conduct.