Senior Private Wealth Advisor: UHNW Relationships

Global Advisers, LLC; Richmond (VA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Global Advisers, LLC in Richmond, VA is seeking a Senior Private Wealth Advisor to lead complex client relationships, integrating investment and planning strategies across taxable portfolios, retirement assets, liquidity, and estate coordination.

You will collaborate with clients’ attorneys and accountants, build a referral network, and provide strategic guidance during major financial events while maintaining strict documentation and regulatory compliance.

Qualifications

• Bachelor's degree and a track record of strong professional achievement.
• Five or more years of private wealth management or related experience.
• Series 65 required at hire or within the period permitted by 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, and estate coordination.
• Coordinate implementation with clients' attorneys, accountants, and internal specialists.
• Build and maintain a network of prospective clients and professional referrals.
• Provide guidance during significant financial events and market volatility while ensuring rigorous documentation and compliance.

Skills

Wealth Management

High-Net-Worth Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Education

Bachelor's degree

Job description

Global Advisers, LLC in Richmond, VA is seeking a Senior Private Wealth Advisor to lead complex client relationships, integrating investment and planning strategies across taxable portfolios, retirement assets, liquidity, and estate coordination.

You will collaborate with clients’ attorneys and accountants, build a referral network, and provide strategic guidance during major financial events while maintaining strict documentation and regulatory compliance.