UHNW Private Wealth Advisor & Relationship Lead

Global Advisers, LLC; Newtown Square (Delaware County); Vor Ort; USD 120.000 - 240.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Newtown Square, PA is seeking a Private Wealth Advisor to lead relationships with 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 strong investment judgment, executive presence, and the ability to work collaboratively with clients’ attorneys, accountants, and internal specialists to

Qualifikationen

• Bachelor's degree and a track record of strong professional achievement.
• 5+ years in private wealth management, financial advisory, investment management, or related.
• Demonstrated success 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, executive presence, discretion, and ability to coordinate complex financial matters.

Aufgaben

• 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.

Kenntnisse

Relationship leadership

Investment judgment

Client service

Financial coordination

Ausbildung

Bachelor's degree

Jobbeschreibung

Global Advisers, LLC in Newtown Square, PA is seeking a Private Wealth Advisor to lead relationships with 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 strong investment judgment, executive presence, and the ability to work collaboratively with clients’ attorneys, accountants, and internal specialists to