Wealth Advisor – Hybrid, Client-Focused Planning

Global Advisers, LLC; Westport (CT); Hybrid; USD 60.000 - 100.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in Westport, CT is seeking a Financial Advisor to deliver goals-based financial guidance for individuals, families, executives, and business owners. You will manage relationships, coordinate investment and planning actions, and drive business development with a client-centric approach.

Responsibilities include leading client meetings, articulating tradeoffs, and coordinating with internal teams to implement strategies while maintaining accurate records and high professional

Qualifikationen

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• CFP certification or progress toward CFP certification is preferred.

Aufgaben

• 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 decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals and firm-supported business development activity.
• Coordinate with investment, planning, operations, compliance, and outside resources as needed.
• Maintain complete client records and comply with regulatory and firm requirements.

Kenntnisse

Client relationships

Investment knowledge

Retirement planning

Communication skills

Regulatory compliance

Ausbildung

Bachelor's degree or equivalent

Tools

Series 65

Jobbeschreibung

Global Advisers, LLC in Westport, CT is seeking a Financial Advisor to deliver goals-based financial guidance for individuals, families, executives, and business owners. You will manage relationships, coordinate investment and planning actions, and drive business development with a client-centric approach.

Responsibilities include leading client meetings, articulating tradeoffs, and coordinating with internal teams to implement strategies while maintaining accurate records and high professional