Wealth Advisor & Financial Planner - Client Growth

Global Advisers, LLC; Richmond (VA); On-site; USD 70,000 - 110,000; Full time

Job summary

Global Advisers, LLC is seeking a Financial Advisor in Richmond, VA to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships.

The role combines advisory work with relationship management, business development, and coordinated implementation. The ideal professional exercises sound judgment, collaborates well, and upholds high standards of accuracy and client service.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3+ 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.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.

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 relationship management

Financial advisory experience

Communication skills

Professional integrity

Education

Bachelor's degree or equivalent

Job description

Global Advisers, LLC is seeking a Financial Advisor in Richmond, VA to guide individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships.

The role combines advisory work with relationship management, business development, and coordinated implementation. The ideal professional exercises sound judgment, collaborates well, and upholds high standards of accuracy and client service.