Senior Private Wealth Advisor — LA (Hybrid)

Global Advisers, LLC

Los Angeles (CA)

Hybrid

USD 140,000 - 240,000

Full time

14 days+

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Job summary

Global Advisers, LLC is hiring a Private Wealth Advisor in Los Angeles, CA to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies.

The role requires five+ years in private wealth management, a Bachelor's degree, and Series 65 (or obtained within allowed period). Hybrid, full-time role with commission/revenue/fee-based compensation.

Qualifications

  • Bachelor's degree required with strong professional achievement.
  • Five+ years in private wealth management or related field.
  • Experience serving high-net-worth clients and developing new relationships.

Responsibilities

  • Lead comprehensive private-wealth relationships for complex client needs.
  • Develop investment and planning strategies across taxable portfolios and estates.
  • Coordinate with attorneys, accountants, and other professionals.
  • Build networks for prospective clients and professional referrals.
  • Provide advice during major financial events and market volatility.

Skills

Wealth management
Client relationships
Financial analysis

Education

Bachelor's degree

Job description

Global Advisers, LLC is hiring a Private Wealth Advisor in Los Angeles, CA to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies.

The role requires five+ years in private wealth management, a Bachelor's degree, and Series 65 (or obtained within allowed period). Hybrid, full-time role with commission/revenue/fee-based compensation.

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