Senior Private Wealth Advisor for UHNW Clients

Global Advisers, LLC; Exton (PA); Hybrid; USD 120,000 - 240,000; Full time

Job summary

Global Advisers, LLC in Exton, PA seeks a Senior Private Wealth Advisor to lead high-net-worth relationships requiring coordinated investment, planning, liquidity, risk management, and legacy strategies. The role combines technical judgment with relationship leadership and disciplined business development.

The advisor will partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation and ensure rigorous documentation, suitability, and

Qualifications

• Bachelor's degree required; five or more years in private wealth 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 serve as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, estate coordination, and philanthropic objectives.
• Coordinate implementation with internal specialists, clients' attorneys, accountants, and other professionals.
• Build and maintain a network of prospective clients and professional referrals.
• Provide clear advice during significant financial events, market volatility, and family wealth decisions.
• Maintain rigorous documentation and adherence to advisory and regulatory standards.

Skills

Private Wealth Management

High-Net-Worth Client Advisory

Ultra-High-Net-Worth Client Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Education

Bachelor's degree

Job description

Global Advisers, LLC in Exton, PA seeks a Senior Private Wealth Advisor to lead high-net-worth relationships requiring coordinated investment, planning, liquidity, risk management, and legacy strategies. The role combines technical judgment with relationship leadership and disciplined business development.

The advisor will partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation and ensure rigorous documentation, suitability, and