Wealth Advisor: Client Relationships & Planning Leader

Global Advisers, LLC; King of Prussia (PA); On-site; USD 65,000 - 110,000; Full time

Job summary

Global Advisers is seeking a Financial Advisor in King of Prussia, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management, business development, and coordinated implementation.

The position is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Demonstrated ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or within the period permitted by the firm and applicable law.

Responsibilities

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant financial 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.

Skills

Client relationships

Communication

Sound judgment

Regulatory knowledge

Education

Bachelor's degree

Job description

Global Advisers is seeking a Financial Advisor in King of Prussia, PA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management, business development, and coordinated implementation.

The position is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and