Senior Private Wealth Advisor | UHNW Planning & Growth

Global Advisers, LLC; Washington (Washington County); Hybrid; USD 120,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model

Commission/Revenue/Fee-Based

Job summary

Global Advisers is seeking a Senior Private Wealth Advisor in Fort Washington, PA to lead relationships with high-net-worth and ultra-high-net-worth clients. You will deliver coordinated investment, planning, liquidity, and estate strategies while coordinating with internal specialists and clients’ professionals.

The role requires strong judgment, collaboration, and a dedication to accuracy, client service, and professional conduct.

Qualifications

• Bachelor's degree required with strong professional achievement.
• Five or more years in private wealth management or related field.
• Experience serving high-net-worth or ultra-high-net-worth clients and developing new relationships.
• Series 65 required at hire or per applicable law.

Responsibilities

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

Skills

Private Wealth Management

High-Net-Worth Client Advisory

Ultra-High-Net-Worth Client Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Education

Bachelor's degree

Tools

Series 65

Job description

Global Advisers is seeking a Senior Private Wealth Advisor in Fort Washington, PA to lead relationships with high-net-worth and ultra-high-net-worth clients. You will deliver coordinated investment, planning, liquidity, and estate strategies while coordinating with internal specialists and clients’ professionals.

The role requires strong judgment, collaboration, and a dedication to accuracy, client service, and professional conduct.