Wealth Advisor: Goals-Based Planning & Growth

Global Advisers, LLC; Atlanta (GA); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Global Advisers, LLC in Atlanta, GA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. You will build durable, trust-based relationships while delivering goals-based advice and coordinating implementation across teams.

The role combines advisory excellence with business development, requiring strong judgment, accuracy, and high client service standards.

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

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent professional experience

Tools

Series 65

Job description

Global Advisers, LLC in Atlanta, GA seeks a Financial Advisor to guide individuals, families, executives, and business owners in investment management and comprehensive financial planning. You will build durable, trust-based relationships while delivering goals-based advice and coordinating implementation across teams.

The role combines advisory excellence with business development, requiring strong judgment, accuracy, and high client service standards.