Senior Private Wealth Advisor — High-Net-Worth Strategy

Global Advisers, LLC; Providence (RI); Hybrid; USD 120,000 - 260,000; Full time

Job summary

Global Advisers, LLC in Providence, RI is seeking a Senior Private Wealth Advisor to lead complex client relationships and coordinate comprehensive investment and planning strategies. The role emphasizes high-net-worth client service, rigorous documentation, and collaborative engagement with clients’ professional advisors.

Ideal candidates will have a Bachelor's degree, 5+ years in wealth management, Series 65, and strong investment judgment with discretion to manage multifaceted financial

Qualifications

• Bachelor's degree and a track record of strong professional achievement.
• Five+ years in private wealth management or related field.
• Series 65 required at hire or within the period permitted by law.
• Strong investment judgment, discretion and ability to coordinate complex financial matters.

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

Investment judgment

Executive presence

Discretion

Coordination of complex financials

Education

Bachelor's degree

Series 65

5+ years wealth management experience

Job description

Global Advisers, LLC in Providence, RI is seeking a Senior Private Wealth Advisor to lead complex client relationships and coordinate comprehensive investment and planning strategies. The role emphasizes high-net-worth client service, rigorous documentation, and collaborative engagement with clients’ professional advisors.

Ideal candidates will have a Bachelor's degree, 5+ years in wealth management, Series 65, and strong investment judgment with discretion to manage multifaceted financial