Senior Wealth Advisor - Client Relationships & Growth

Global Advisers, LLC; Washington (District of Columbia); On-site; USD 90,000 - 140,000; Full time

Job summary

Global Advisers, LLC in Washington, DC seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships.

The role combines advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, and a commitment to accuracy, client service, and professional conduct.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, or closely related client-facing experience.
• Demonstrated ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.

Responsibilities

• Develop goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant financial decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Skills

Client relationships

Communication skills

Investment knowledge

Planning judgment

Professional integrity

Education

Bachelor's degree or equivalent experience

Series 65

Job description

Global Advisers, LLC in Washington, DC seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships.

The role combines advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, and a commitment to accuracy, client service, and professional conduct.