Strategic Wealth & Planning Advisor

Global Advisers, LLC; Bethesda (MD); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Global Advisers, LLC in Bethesda, MD seeks a seasoned Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. You will build durable client relationships through sound judgment, accuracy, and high standards of service and conduct.

The role blends advisory work with relationship management, business development, and coordinated implementation.

Qualifications

• Bachelor's degree or equivalent professional experience required.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• CFP preferred or progress toward CFP is a plus.

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 decisions.
• Lead client meetings and clearly communicate recommendations, tradeoffs, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business development.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources when specialized expertise is needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers, LLC in Bethesda, MD seeks a seasoned Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. You will build durable client relationships through sound judgment, accuracy, and high standards of service and conduct.

The role blends advisory work with relationship management, business development, and coordinated implementation.