Senior Private Wealth Advisor — UHNW Planning

Global Advisers, LLC

Philadelphia (Philadelphia County)

Hybrid

USD 150,000 - 230,000

Full time

14 days+

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Job summary

Global Advisers, LLC in Philadelphia, PA seeks a Senior Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investments, planning, liquidity, and legacy strategies. The role blends technical judgment with relationship leadership and active business development.

The ideal candidate has 5+ years in private wealth or related fields, a Bachelor's degree, and Series 65, with CFP/CFA/CPA/JD/MBA preferred.

Qualifications

Bachelor's degree required and a track record of professional achievement.
Series 65 required at hire or within allowed period.
Preferred credentials include CFP, CFA, CPA, JD or MBA.

Responsibilities

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