Senior Private Wealth Advisor – Hybrid (Miami)

Global Advisers, LLC

Miami (FL)

Hybrid

USD 150,000 - 230,000

Full time

14 days+

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Job summary

Global Advisers, LLC in Miami, FL seeks a Senior Private Wealth Advisor to lead comprehensive client relationships for high-net-worth and ultra-high-net-worth individuals. You will craft investment and life-planning strategies, coordinating with attorneys, accountants, and internal specialists to deliver tailored solutions.

The role requires a Bachelor's degree, 5+ years in wealth management, and Series 65.

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.