Senior Private Wealth Advisor for UHNW Relationships

Global Advisers, LLC; Bethesda (MD); Vor Ort; USD 120.000 - 210.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Bethesda, MD is seeking a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies.

The advisor will develop comprehensive strategies and partner with clients\' attorneys, accountants, and other professionals to coordinate implementation, while building a network of prospective clients and ensuring rigorous documentation and regulatory compliance.

Qualifikationen

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management or related experience.
• Series 65 required at hire or within the period permitted by 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, liquidity, and estate coordination.
• Partner with internal specialists and clients\' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a network of prospective clients, centers of influence, and professional referrals.

Kenntnisse

Relationship leadership

Business development

Portfolio coordination

Client service

Investment judgment

Regulatory compliance

Ausbildung

Bachelor's degree

Jobbeschreibung

Global Advisers, LLC in Bethesda, MD is seeking a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies.

The advisor will develop comprehensive strategies and partner with clients\' attorneys, accountants, and other professionals to coordinate implementation, while building a network of prospective clients and ensuring rigorous documentation and regulatory compliance.