Senior Private Wealth Advisor for UHNW Portfolios

Global Advisers, LLC; Bala Cynwyd (PA); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Global Advisers, LLC in Bala Cynwyd, PA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients needing coordinated investment, planning, liquidity, risk-management, and legacy strategies.

The advisor will coordinate with clients' attorneys, accountants, and internal specialists to implement comprehensive plans while maintaining rigorous documentation and compliance. Five+ years of experience required.

Qualifications

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

Responsabilités

• 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 estate coordination.
• Coordinate with attorneys, accountants, and other professionals to implement strategies.
• Build and maintain a network of prospective clients and referral relationships.
• Provide clear advice during significant financial events and market volatility.

Connaissances

Relationship leadership

Investment management

Financial advisory

Regulatory compliance

Formation

Bachelor's degree

Series 65 certification

Description du poste

Global Advisers, LLC in Bala Cynwyd, PA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients needing coordinated investment, planning, liquidity, risk-management, and legacy strategies.

The advisor will coordinate with clients' attorneys, accountants, and internal specialists to implement comprehensive plans while maintaining rigorous documentation and compliance. Five+ years of experience required.