UHNW Private Wealth Advisor — Complex Planning (Hybrid, DC)

Global Advisers, LLC; Washington (District of Columbia); Hybrid; USD 180,000 - 350,000; Full time

Job summary

Global Advisers, LLC in Washington, DC is seeking a Senior Private Wealth Advisor to lead high-net-worth and ultra-high-net-worth client relationships, coordinating investment, planning, liquidity and estate strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

The role emphasizes rigorous compliance, documentation and collaboration with professionals, with a hybrid full-time schedule and a commission/revenue/fee-based

Qualifications

• Bachelor’s degree with a record of strong professional achievement.
• Five+ years in private wealth management or related advisory roles.
• Series 65 required at hire or per law.
• Strong investment judgment, 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, 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.

Skills

Private Wealth Management

High-Net-Worth Client Advisory

Ultra-High-Net-Worth Client Advisory

Portfolio Management

Tax-Aware Investing

Trust & Estate Coordination

Family Office Services

Business Development

Education

Bachelor's degree

CFP, CFA, CPA, JD, MBA or equivalent credential

Job description

Global Advisers, LLC in Washington, DC is seeking a Senior Private Wealth Advisor to lead high-net-worth and ultra-high-net-worth client relationships, coordinating investment, planning, liquidity and estate strategies. The advisor will combine technical judgment with relationship leadership and disciplined business development.

The role emphasizes rigorous compliance, documentation and collaboration with professionals, with a hybrid full-time schedule and a commission/revenue/fee-based