Senior Private Wealth Advisor - UHNW Planning and Relations

Global Advisers, LLC; Exton (PA); On-site; USD 150,000 - 250,000; Full time

Job summary

Global Advisers, LLC seeks a Private Wealth Advisor in Exton, PA to lead relationships with high‑net‑worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies.

The advisor will combine technical judgment with relationship leadership and disciplined business development, serving as the primary advisor for complex needs and coordinating with attorneys and other professionals.

Qualifications

• Bachelor's degree required.
• Five or more years of private wealth management or related experience.
• Demonstrated success serving high‑net‑worth clients and developing new relationships.
• Series 65 required at hire or within allowed period.

Responsibilities

• Lead comprehensive private‑wealth relationships as the primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, and estate concerns.
• Coordinate with clients' attorneys, accountants, and internal specialists to implement recommendations.
• Build and maintain a network of prospective clients and referral sources.
• Provide guidance during significant financial events and market volatility.
• Maintain rigorous documentation and ensure compliance with firm and regulatory standards.

Skills

Relationship leadership

Investment judgment

Executive presence

Discretion

Series 65

Networking

Financial advisory

Education

Bachelor's degree

Job description

Global Advisers, LLC seeks a Private Wealth Advisor in Exton, PA to lead relationships with high‑net‑worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies.

The advisor will combine technical judgment with relationship leadership and disciplined business development, serving as the primary advisor for complex needs and coordinating with attorneys and other professionals.