UHNW Private Wealth Advisor & Relationship Lead

Global Advisers, LLC; Cherry Hill Township (NJ); On-site; USD 120,000 - 190,000; Full time

Job summary

Global Advisers, LLC in Cherry Hill, NJ seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, delivering coordinated investment, planning, liquidity, risk management, and legacy strategies.

The ideal candidate has a Bachelor's degree, 5+ years in wealth management, and a Series 65, with a proven record of developing new relationships and maintaining rigorous compliance.

Qualifications

• Bachelor's degree and 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 period permitted by firm and law.

Responsibilities

• Lead comprehensive private-wealth relationships as primary advisor for complex client needs.
• Develop investment and planning strategies across taxable portfolios, retirement assets, liquidity, insurance, estate coordination, and philanthropic objectives.
• Coordinate with clients' attorneys, accountants, and internal specialists to implement plans.
• Build and maintain a network of prospective clients and referral relationships.
• Provide clear advice during significant financial events, market volatility, business transitions, and family wealth decisions.
• Maintain rigorous documentation and compliance with firm and regulatory standards.

Education

Bachelor's degree

Job description

Global Advisers, LLC in Cherry Hill, NJ seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, delivering coordinated investment, planning, liquidity, risk management, and legacy strategies.

The ideal candidate has a Bachelor's degree, 5+ years in wealth management, and a Series 65, with a proven record of developing new relationships and maintaining rigorous compliance.