UHNW Private Wealth Advisor – Relationship & Planning

Global Advisers, LLC; Jersey City (NJ); On-site; USD 150,000 - 230,000; Full time

Job summary

Global Advisers in Jersey City, NJ seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment and planning strategies across complex financial needs.

The advisor will work with internal specialists and clients' professionals, building a robust network and ensuring rigorous documentation and compliance with standards.

Qualifications

• Bachelor's degree with strong professional achievement.
• 5+ years of private wealth management or related experience.
• Proven track record serving high-net-worth or ultra-high-net-worth clients.
• Series 65 required at hire or within permitted period.

Responsibilities

• Lead comprehensive private-wealth relationships and act as 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.
• Coordinate with internal specialists and clients' attorneys, accountants, and other professionals to implement plans.
• Build and maintain a network of prospective clients, centers of influence, and referral relationships.
• Provide clear advice during significant financial events, market volatility, and family wealth decisions.
• Maintain rigorous documentation and compliance with firm and regulatory standards.

Skills

Relationship leadership

Investment judgment

Executive presence

Client service

Discretion

Education

Bachelor's degree

Job description

Global Advisers in Jersey City, NJ seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment and planning strategies across complex financial needs.

The advisor will work with internal specialists and clients' professionals, building a robust network and ensuring rigorous documentation and compliance with standards.