Senior Private Wealth Advisor — NYC (Wall Street)

Global Advisers, LLC; New York (NY); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Hybrid work model

Commission-based earnings

Job summary

Global Advisers, LLC in New York City is seeking a Senior Private Wealth Advisor to lead multi-faceted client relationships with high-net-worth and ultra-high-net-worth individuals, coordinating investment, planning, liquidity, risk-management, and legacy strategies. The advisor is expected to combine technical judgment with relationship leadership and disciplined business development.

The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high

Qualifications

• Bachelor's degree and a track record of achievement.
• Five+ years in private wealth management or related field.
• 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.

Skills

Private Wealth Management

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Business Development

Education

Bachelor's degree

Five+ years of private wealth management experience

Job description

Global Advisers, LLC in New York City is seeking a Senior Private Wealth Advisor to lead multi-faceted client relationships with high-net-worth and ultra-high-net-worth individuals, coordinating investment, planning, liquidity, risk-management, and legacy strategies. The advisor is expected to combine technical judgment with relationship leadership and disciplined business development.

The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high