Wealth Advisor: Client Relationships & Strategy

Global Advisers, LLC; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Global Advisers, LLC in Los Angeles, CA seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships.

The role combines advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, accuracy, and high standards of client service.

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

Investment knowledge

Planning judgment

Communication skills

Professional integrity

Client relationships

Education

Bachelor's degree or equivalent professional experience

Job description

Global Advisers, LLC in Los Angeles, CA seeks a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships.

The role combines advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, accuracy, and high standards of client service.