Strategic Wealth Advisor

Global Advisers, LLC; Greenwich (CT); On-site; USD 90,000 - 150,000; Full time

Job summary

Global Advisers, LLC in Greenwich, CT 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 blends advice, relationship management, business development, and coordinated implementation, demanding sound judgment, teamwork, accuracy, and a strong client-service ethic.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Demonstrated ability to develop, retain, and deepen client relationships.

Responsibilities

• Develop and deliver goals-based financial advice aligned with client 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

Years of experience

Investment knowledge

Communication skills

Education

Bachelor's degree

Job description

Global Advisers, LLC in Greenwich, CT 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 blends advice, relationship management, business development, and coordinated implementation, demanding sound judgment, teamwork, accuracy, and a strong client-service ethic.