Senior Private Wealth Advisor for UHNW Clients (Hybrid)

Global Advisers, LLC; Princeton (NJ); Hybrid; USD 120.000 - 200.000; Vollzeit

Benefits dieser Stelle

Hybrid work arrangement

Zusammenfassung

Global Advisers, LLC in Princeton, NJ seeks a Senior Private Wealth Advisor to lead comprehensive client relationships and coordinate investment, planning, and estate strategies for high-net-worth and ultra-high-net-worth individuals.

You will collaborate with attorneys, accountants, and internal specialists to implement coordinated solutions, while building a network of prospective clients and centers of influence. A strong track record in wealth management and Series 65 is required.

Qualifikationen

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management, financial advisory, investment management, or related experience.
• Demonstrated success serving high-net-worth or ultra-high-net-worth clients and developing new relationships.
• Series 65 required at hire or within the period permitted by the firm and applicable law.

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, concentrated positions, liquidity, insurance, estate coordination, and philanthropic objectives.
• Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, business transitions, and family wealth decisions.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

Kenntnisse

Wealth management

HNW advisory

UHNW advisory

Portfolio management

Tax-aware investing

Trust & estate coordination

Family office

Business development

Ausbildung

Bachelor's degree

Jobbeschreibung

Global Advisers, LLC in Princeton, NJ seeks a Senior Private Wealth Advisor to lead comprehensive client relationships and coordinate investment, planning, and estate strategies for high-net-worth and ultra-high-net-worth individuals.

You will collaborate with attorneys, accountants, and internal specialists to implement coordinated solutions, while building a network of prospective clients and centers of influence. A strong track record in wealth management and Series 65 is required.