Senior Private Wealth Advisor for UHNW Relationships

Global Advisers, LLC; Center Square (PA); On-site; USD 120,000 - 210,000; Full time

Job summary

Global Advisers, LLC in Blue Bell, PA is seeking a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investments, planning, liquidity, risk management, and legacy strategies. The role blends technical judgment with relationship leadership and business development.

The ideal candidate has 5+ years in private wealth or related fields, a Bachelor's degree, and Series 65 certification.

Qualifications

• Bachelor's degree and strong professional achievement.
• 5+ years of private wealth or related experience.
• Series 65 required at hire or within period permitted by firm and law.

Responsibilities

• Lead comprehensive private-wealth relationships and act as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, estate coordination, and philanthropy.
• Coordinate with internal specialists, clients' attorneys, accountants, and other professionals to implement plans.
• Build and maintain a network of prospective clients, centers of influence, and professional referrals.
• Provide clear guidance during significant financial events, market volatility, and family wealth decisions.
• Maintain rigorous documentation, suitability, and compliance with firm and regulatory standards.

Education

Bachelor's degree

Series 65

Job description

Global Advisers, LLC in Blue Bell, PA is seeking a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investments, planning, liquidity, risk management, and legacy strategies. The role blends technical judgment with relationship leadership and business development.

The ideal candidate has 5+ years in private wealth or related fields, a Bachelor's degree, and Series 65 certification.