Senior Private Wealth Advisor - Hybrid (SF)

Global Advisers, LLC; San Francisco (CA); Hybrid; USD 160,000 - 260,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Global Advisers, LLC is seeking a Senior Private Wealth Advisor in San Francisco, CA to lead comprehensive client relationships and deliver integrated investment and planning strategies for high-net-worth individuals and families.

The role requires a strong track record in private wealth management, Series 65, and a demonstrated ability to manage complex financial matters with discretion and integrity. A hybrid work arrangement is offered to support client service and collaboration.

Qualifications

• Bachelor's degree required; 5+ years in private wealth management or related advisory field.
• Series 65 required at hire or per firm/licensing rules.
• Demonstrated success serving HNW/UHNW clients and expanding relationships.
• Strong investment judgment and ability to coordinate complex financial matters.

Responsibilities

• Lead comprehensive private-wealth relationships as the primary advisor for complex needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, and estate planning.
• Coordinate with clients’ attorneys, accountants, and internal specialists to implement recommendations.

Skills

Private wealth management

High-net-worth advisory

Ultra-high-net-worth advisory

Portfolio management

Tax-aware investing

Trust & estate coordination

Family office services

Business development

Education

Bachelor's degree

Series 65

CFP

CFA

CPA

JD

MBA

Job description

Global Advisers, LLC is seeking a Senior Private Wealth Advisor in San Francisco, CA to lead comprehensive client relationships and deliver integrated investment and planning strategies for high-net-worth individuals and families.

The role requires a strong track record in private wealth management, Series 65, and a demonstrated ability to manage complex financial matters with discretion and integrity. A hybrid work arrangement is offered to support client service and collaboration.