Senior Private Wealth Advisor | Hybrid | UHNW Clients

Global Advisers, LLC; Nashua (NH); Híbrido; USD 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work

Competitive compensation

Descripción de la vacante

Global Advisers, LLC in Nashua, NH, seeks a Senior Private Wealth Advisor to lead complex client relationships, coordinate investment and planning strategies, and collaborate with attorneys and CPAs. The role emphasizes discretion, judgment, and strong business development to expand the client base.

The successful candidate will coordinate with internal specialists and maintain rigorous documentation while navigating market events and family wealth planning. Hybrid work option available.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Relationship leadership

Investment judgment

Discretion

Executive presence

Business development

Educación

Bachelor's degree

Series 65

CFP

CFA

CPA

JD

MBA

Descripción del empleo

Global Advisers, LLC in Nashua, NH, seeks a Senior Private Wealth Advisor to lead complex client relationships, coordinate investment and planning strategies, and collaborate with attorneys and CPAs. The role emphasizes discretion, judgment, and strong business development to expand the client base.

The successful candidate will coordinate with internal specialists and maintain rigorous documentation while navigating market events and family wealth planning. Hybrid work option available.