Wealth Advisor: Client Relationships & Planning

Global Advisers, LLC

Jenkintown (PA)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Job summary

Global Advisers, LLC in Jenkintown, PA is seeking a Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. The role blends advisory work, relationship management, business development, and coordinated implementation to build durable client relationships.

The ideal candidate will have 3+ years in financial services, a Bachelor's degree, and Series 65, with strong investment knowledge and client-service

Qualifications

Bachelor's degree or equivalent professional experience.
3+ years in financial advisory, wealth management, financial planning, or related client-facing work.
Ability to develop and deepen client relationships; strong integrity and communication.

Responsibilities

Provide goals-based financial advice aligned with client objectives, resources, risk tolerance, and time horizon.
Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity.
Lead client meetings and clearly communicate recommendations, including tradeoffs and priorities.
Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
Coordinate with investment, planning, operations, compliance, insurance, and outside resources as needed.
Maintain complete client records and comply with regulatory, privacy, and firm requirements.