Senior Private Wealth Advisor — Hybrid UHNW Wealth Strategy

Global Advisers, LLC; Westport (CT); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Global Advisers, LLC is seeking a Private Wealth Advisor in Westport, CT to lead relationships with high-net-worth and ultra-high-net-worth clients. You will coordinate investment, planning, liquidity, risk management, and legacy strategies with regulated and compliant execution.

The role requires senior-level judgment, collaboration with professionals, and a strong business-development mindset to grow the practice within a trusted wealth-management environment.

Qualifications

• Bachelor's degree and a track record of strong professional achievement.
• Five or more years in private wealth management or related field.
• Series 65 required at hire or per regulatory timeline.

Responsibilities

• Lead comprehensive private-wealth relationships as primary advisor for complex needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, and liquidity needs.
• Coordinate with attorneys, accountants and specialists to implement plans.
• Build a network of prospective clients and referral relationships.
• Provide guidance during major financial events and market volatility.
• Maintain thorough documentation and regulatory compliance.

Skills

High-Net-Worth Client Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Business Development

Education

Bachelor's degree

Job description

Global Advisers, LLC is seeking a Private Wealth Advisor in Westport, CT to lead relationships with high-net-worth and ultra-high-net-worth clients. You will coordinate investment, planning, liquidity, risk management, and legacy strategies with regulated and compliant execution.

The role requires senior-level judgment, collaboration with professionals, and a strong business-development mindset to grow the practice within a trusted wealth-management environment.