Senior Private Wealth Advisor for UHNW Relationships

Global Advisers, LLC; Seattle (WA); Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

Global Advisers, LLC in Seattle, WA seeks a Private Wealth Advisor to lead relationships with high‑net‑worth and ultra‑high‑net‑worth clients, coordinating investments, planning, liquidity, risk management, and legacy strategies.

The role requires a Bachelor's degree, 5+ years in wealth management, and a Series 65 license. You will collaborate with attorneys, accountants, and professionals to deliver coordinated solutions and grow a strong client network.

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.

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, 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.

Connaissances

Series 65

Formation

Bachelor's degree

Description du poste

Global Advisers, LLC in Seattle, WA seeks a Private Wealth Advisor to lead relationships with high‑net‑worth and ultra‑high‑net‑worth clients, coordinating investments, planning, liquidity, risk management, and legacy strategies.

The role requires a Bachelor's degree, 5+ years in wealth management, and a Series 65 license. You will collaborate with attorneys, accountants, and professionals to deliver coordinated solutions and grow a strong client network.