Senior Private Wealth Advisor for UHNW Clients

Global Advisers, LLC; Salt Lake City (UT); Presencial; USD 120 000 - 200 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship management

Client service

Business development

Financial judgment

Formação académica

Bachelor's degree

Descrição da oferta de emprego

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.