Wealth Advisor for Families & Executives

Global Advisers, LLC; Houston (TX); Sur place; USD 70 000 - 130 000; Plein temps

Résumé du poste

Global Advisers is seeking a Financial Advisor in Houston, TX to guide individuals, families, executives, and business owners through investment management and financial planning while building durable client relationships. The role blends advisory expertise with relationship management, business development, and coordinated implementation.

The ideal candidate will deliver sound judgments, collaborate with teams, and maintain high standards of accuracy, client service, and professional conduct.

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.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.

Responsabilités

• 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.

Connaissances

Client relationships

Communication skills

Investment knowledge

Planning judgment

Professional integrity

Formation

Bachelor's degree or equivalent professional experience

Description du poste

Global Advisers is seeking a Financial Advisor in Houston, TX to guide individuals, families, executives, and business owners through investment management and financial planning while building durable client relationships. The role blends advisory expertise with relationship management, business development, and coordinated implementation.

The ideal candidate will deliver sound judgments, collaborate with teams, and maintain high standards of accuracy, client service, and professional conduct.