Senior Private Wealth Advisor for UHNW Clients

Global Advisers, LLC; Salt Lake City (UT); Vor Ort; USD 120.000 - 200.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Salt Lake City, UT seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor combines technical judgment with relationship leadership and disciplined business development.

Requires a bachelor’s degree, 5+ years in wealth management, Series 65 at hire, and a proven ability to manage complex financial matters for demanding clients.

Qualifikationen

• Bachelor’s degree required.
• 5+ years in private wealth management, financial advisory, or related experience.
• Proven success serving high-net-worth clients and developing new relationships.

Aufgaben

• 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, liquidity, and legacy planning.
• Coordinate with clients' attorneys, accountants, and internal specialists to implement strategies.
• Build and maintain a network of prospective clients and referral relationships.
• Provide clear advice during significant financial events and market volatility.
• Maintain rigorous documentation and compliance with firm standards.

Kenntnisse

Relationship management

Client service

Business development

Financial judgment

Ausbildung

Bachelor's degree

Jobbeschreibung

Global Advisers, LLC in Salt Lake City, UT seeks a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor combines technical judgment with relationship leadership and disciplined business development.

Requires a bachelor’s degree, 5+ years in wealth management, Series 65 at hire, and a proven ability to manage complex financial matters for demanding clients.