Strategic Wealth Advisor & Client-Relationship Lead

Global Advisers, LLC; Texas; On-site; USD 70,000 - 120,000; Full time

Job summary

Global Advisers, LLC seeks a Financial Advisor in Blue Bell, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role blends advice, relationship management, business development, and coordinated implementation.

The ideal candidate has 3+ years in financial advisory or wealth management, a Bachelor's degree or equivalent, and Series 65.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory or wealth-management experience.
• Demonstrated ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or within permitted period by firm and law.
• Strong investment knowledge and planning judgment; top-tier client service.

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 and estate coordination.
• Lead client meetings and clearly communicate recommendations, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals, network, meetings, and firm-supported activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professionals.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Client relationships

Communication skills

Investment knowledge

Financial planning

Education

Bachelor's degree or equivalent professional experience

Tools

Series 65

Job description

Global Advisers, LLC seeks a Financial Advisor in Blue Bell, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role blends advice, relationship management, business development, and coordinated implementation.

The ideal candidate has 3+ years in financial advisory or wealth management, a Bachelor's degree or equivalent, and Series 65.