Wealth Advisor & Financial Planning Specialist

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

Job summary

Global Advisers, LLC in Philadelphia, PA seeks 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, business development, and coordinated implementation.

Candidates should demonstrate sound judgment, collaborative work style, high accuracy, and strong client service.

Qualifications

• Bachelor's degree or equivalent required.
• Three+ years of financial-advisory/wealth-management experience required.
• Proven ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or per firm policy.
• Strong investment knowledge, planning judgment, communication, and integrity.

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 clearly communicate recommendations, tradeoffs, and implementation priorities.
• Develop new client relationships through referrals, networks, prospect meetings, and firm-supported activity.
• 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

Relationship management

Communication skills

Investment knowledge

Planning judgment

Professional integrity

Education

Bachelor's degree or equivalent

Series 65

Three+ years of financial-advisory experience

Job description

Global Advisers, LLC in Philadelphia, PA seeks 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, business development, and coordinated implementation.

Candidates should demonstrate sound judgment, collaborative work style, high accuracy, and strong client service.