Strategic Financial Advisor: Wealth Planning & Growth

Global Advisers, LLC; Palo Alto (CA); On-site; USD 90,000 - 170,000; Full time

Job summary

Global Advisers, LLC seeks a Financial Advisor in Palo Alto, CA to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships.

Role combines advice, relationship management, business development, and coordinated implementation. Requires Series 65 and 3+ years of client-facing experience with high standards of accuracy and service.

Qualifications

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

Responsibilities

• Advise individuals, families, executives, and business owners on investment management and financial planning.
• Lead client meetings and communicate recommendations clearly, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals, networks, and firm-supported business development.
• Coordinate with investment, planning, operations, compliance, and outside resources as needed.
• Maintain complete client records and adhere to regulatory and firm requirements.

Skills

Relationship building

Communication

Investment knowledge

Planning judgment

Education

Bachelor's degree

Series 65 certification

Job description

Global Advisers, LLC seeks a Financial Advisor in Palo Alto, CA to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships.

Role combines advice, relationship management, business development, and coordinated implementation. Requires Series 65 and 3+ years of client-facing experience with high standards of accuracy and service.