Senior Private Wealth Advisor – Hybrid, High‑Net‑Worth

Global Advisers, LLC; Pennsylvania; Hybrid; USD 150,000 - 300,000; Full time

Job summary

Global Advisers, LLC in Jenkintown, PA seeks a Senior Private Wealth Advisor to lead complex client relationships and provide coordinated investment and planning strategies across tax, liquidity, estate, and philanthropy objectives.

You will collaborate with attorneys, accountants, and internal specialists to deliver holistic solutions while expanding the client base and maintaining rigorous compliance and client service standards.

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

Private Wealth Management

High-Net-Worth Client Advisory

Ultra-High-Net-Worth Client Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Education

Bachelor's degree

Job description

Global Advisers, LLC in Jenkintown, PA seeks a Senior Private Wealth Advisor to lead complex client relationships and provide coordinated investment and planning strategies across tax, liquidity, estate, and philanthropy objectives.

You will collaborate with attorneys, accountants, and internal specialists to deliver holistic solutions while expanding the client base and maintaining rigorous compliance and client service standards.