Wealth Advisor: Holistic Planning & Client Growth

Global Advisers, LLC; San Francisco (CA); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

Global Advisers, LLC in San Francisco, CA seeks a Financial Advisor to advise individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships.

You will combine advice, relationship management, business development, and coordinated implementation, working collaboratively to maintain high standards of accuracy and client service.

Qualifications

• Develop goals-based financial advice aligned with client objectives and risk tolerance.
• Lead client meetings and clearly communicate recommendations, including tradeoffs and implementation priorities.
• Coordinate with internal teams and outside resources when client needs require specialized expertise.
• Maintain complete client records and adhere to regulatory requirements.

Responsabilités

• Develop goals-based financial advice aligned with client objectives.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity and other decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs 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 resources when client needs require specialized expertise.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Connaissances

Relationship building

Communication

Financial knowledge

Regulatory compliance

Formation

Bachelor's degree or equivalent professional experience

Description du poste

Global Advisers, LLC in San Francisco, CA seeks a Financial Advisor to advise individuals, families, executives, and business owners in investment management and financial planning while building durable client relationships.

You will combine advice, relationship management, business development, and coordinated implementation, working collaboratively to maintain high standards of accuracy and client service.