Senior Private Wealth Advisor for UHNW Portfolios

Global Advisers, LLC; Boston (MA); Hybrid; USD 150,000 - 300,000; Full time

Job summary

Global Advisers, LLC in Boston, MA is seeking a Senior Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity and estate strategies.

You will collaborate with internal specialists and clients’ attorneys to implement tailored solutions, build a network of prospective clients, and provide compliant, clear guidance during market events and transitions.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Wealth Management

High-Net-Worth Advisory

Ultra-High-Net-Worth Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Education

Bachelor's degree

CFP, CFA, CPA, JD, MBA or equivalent

Job description

Global Advisers, LLC in Boston, MA is seeking a Senior Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity and estate strategies.

You will collaborate with internal specialists and clients’ attorneys to implement tailored solutions, build a network of prospective clients, and provide compliant, clear guidance during market events and transitions.