Senior Private Wealth Advisor — UHNW Relationships (WPB)

Global Advisers, LLC

West Palm Beach (FL)

Hybrid

USD 120,000 - 240,000

Full time

14 days+

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Job summary

Global Advisers, LLC in West Palm Beach, FL seeks a Senior Private Wealth Advisor to lead relationships with high-net-worth clients. You will coordinate investment, planning, liquidity, risk management, and legacy strategies, working with attorneys, accountants, and other professionals to deliver comprehensive wealth solutions.

The role requires 5+ years in private wealth management, Series 65, and advanced credentials.

Qualifications

Bachelor's degree and a record of strong professional achievement.
Five or more years of private wealth management, financial advisory, investment management, or related experience.
Demonstrated success serving high-net-worth or ultra-high-net-worth clients and developing new relationships.
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.
Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
Provide clear advice during significant financial events, market volatility, business transitions, and family wealth decisions.
Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.