UHNW Private Wealth Advisor

Global Advisers, LLC; Chicago (IL); In loco; USD 150.000 - 270.000; Tempo pieno

Descrizione del lavoro

Global Advisers, LLC in Chicago seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

The role requires leveraging strong investment judgment, executive presence, discretion, and the ability to coordinate complex financial matters across teams and

Competenze

• Bachelor's degree with strong professional achievement.
• 5+ years in private wealth management, financial advisory, investment management, or related experience.
• Experience serving high-net-worth or ultra-high-net-worth clients and developing new relationships.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment judgment and ability to coordinate complex financial matters.

Mansioni

• Lead comprehensive private-wealth relationships and act as the primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, concentrated positions, liquidity, insurance, estate coordination, and philanthropic objectives.
• Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
• Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, business transitions, and family wealth decisions.
• Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.

Conoscenze

Relationship leadership

Investment judgment

Executive presence

Discretion

Formazione

Bachelor's degree and strong achievement

Five+ years in private wealth/related field

Descrizione del lavoro

Global Advisers, LLC in Chicago seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

The role requires leveraging strong investment judgment, executive presence, discretion, and the ability to coordinate complex financial matters across teams and