Senior Private Wealth Advisor for UHNW Growth

Global Advisers, LLC; Cherry Hill Township (NJ); Hybrid; USD 150.000 - 350.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Cherry Hill, NJ seeks a Senior Private Wealth Advisor to lead comprehensive relationships with high-net-worth and ultra-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.

You will partner with attorneys, accountants, and internal specialists to implement strategies, ensure rigorous documentation, and maintain

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.
• 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

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Ausbildung

Bachelor's degree

Series 65

Jobbeschreibung

Global Advisers, LLC in Cherry Hill, NJ seeks a Senior Private Wealth Advisor to lead comprehensive relationships with high-net-worth and ultra-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.

You will partner with attorneys, accountants, and internal specialists to implement strategies, ensure rigorous documentation, and maintain