UHNW Private Wealth Advisor: Complex Planning

Global Advisers, LLC; King of Prussia (PA); On-site; USD 150,000 - 230,000; Full time

Job summary

Global Advisers, LLC in King of Prussia, PA is seeking a Private Wealth Advisor to lead relationships with high-net-worth clients requiring coordinated investment and planning across portfolios, liquidity, and estate objectives.

You will partner with clients’ attorneys and accountants, coordinate implementation with internal specialists, and develop a network of professional referrals while maintaining rigorous documentation and compliance.

Qualifications

• Bachelor's degree and a record of strong professional achievement.
• Five or more years of private wealth management or related experience.
• Proven success serving high-net-worth or ultra-high-net-worth clients.
• Series 65 required at hire or within permitted period.
• Strong investment judgment, executive presence, discretion, and ability to coordinate complex financial matters.

Responsibilities

• 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, liquidity, and estate coordination.
• Coordinate with clients' attorneys, accountants, and internal specialists to implement strategies.
• Build and maintain a network of prospective clients and professional referral relationships.
• Provide clear advice during significant financial events, market volatility, and family wealth decisions.
• Maintain rigorous documentation and ensure compliance with firm and regulatory standards.

Skills

Investment judgment

Executive presence

Discretion

Education

Bachelor's degree

Job description

Global Advisers, LLC in King of Prussia, PA is seeking a Private Wealth Advisor to lead relationships with high-net-worth clients requiring coordinated investment and planning across portfolios, liquidity, and estate objectives.

You will partner with clients’ attorneys and accountants, coordinate implementation with internal specialists, and develop a network of professional referrals while maintaining rigorous documentation and compliance.