Senior Private Wealth Advisor — UHNW Relationship Lead

Global Advisers, LLC; Red Bank (NJ); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Global Advisers, LLC seeks a Senior Private Wealth Advisor in Red Bank, NJ to lead high-net-worth relationships and coordinate comprehensive investment and planning strategies across portfolios, liquidity needs, and estate considerations.

The role involves collaborating with attorneys, accountants, and other professionals to implement tailored solutions for UHNW clients while maintaining strict documentation and regulatory compliance.

Qualifications

• Bachelor's degree and five or more years of private wealth management or related experience.
• 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.
• Coordinate with internal specialists and clients' attorneys, accountants, and professionals to implement plans.
• Build and maintain a network of prospective clients, centers of influence, and referrals.
• Provide clear advice during significant financial events, market volatility, and family wealth decisions.
• Maintain rigorous documentation and compliance with firm and regulatory standards.

Skills

Private wealth management

High-net-worth advisory

Portfolio management

Business development

Regulatory compliance

Education

Bachelor's degree

Series 65

CFP

CFA

CPA

JD

MBA

Job description

Global Advisers, LLC seeks a Senior Private Wealth Advisor in Red Bank, NJ to lead high-net-worth relationships and coordinate comprehensive investment and planning strategies across portfolios, liquidity needs, and estate considerations.

The role involves collaborating with attorneys, accountants, and other professionals to implement tailored solutions for UHNW clients while maintaining strict documentation and regulatory compliance.