Wealth Advisor: Client Relationships & Planning

Global Advisers, LLC; Nashua (NH); Vor Ort; USD 65.000 - 110.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Nashua, NH is seeking a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships. The role blends advice, relationship management, and coordinated implementation.

You will lead client meetings, communicate recommendations and tradeoffs, and develop new client relationships through referrals and firm-supported business development.

Qualifikationen

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory or closely related client-facing experience.
• Ability to develop, retain and deepen client relationships.
• Series 65 required at hire or within allowed period.
• Strong investment knowledge, planning judgment, and professional integrity.

Aufgaben

• Develop and deliver 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, and related decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation 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 professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Kenntnisse

Client relationship management

Financial advisory experience

Investment knowledge

Communication skills

Regulatory and ethical integrity

Business development

Ausbildung

Bachelor's degree or equivalent professional experience

Series 65 license

Jobbeschreibung

Global Advisers, LLC in Nashua, NH is seeking a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships. The role blends advice, relationship management, and coordinated implementation.

You will lead client meetings, communicate recommendations and tradeoffs, and develop new client relationships through referrals and firm-supported business development.