Wealth Advisor & Financial Planning Leader

Global Advisers; Providence (RI); On-site; USD 70,000 - 120,000; Full time

Job summary

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

This role blends advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, accuracy, and a strong commitment to client service and professional conduct.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years in financial-advisory or closely related client-facing role.
• Series 65 required at hire or per firm policy.

Responsibilities

• 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 other financial decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Develop new client relationships through referrals, professional networks, and firm-supported business development.
• Coordinate with investment, planning, operations, compliance, insurance, and outside resources when needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Relationships management

Investment knowledge

Communication skills

Planning judgment

Professional integrity

Education

Bachelor's degree or equivalent professional experience

Series 65 certification

Job description

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

This role blends advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, accuracy, and a strong commitment to client service and professional conduct.