Wealth Advisor - Hybrid in Jersey City

Global Advisers, LLC; Jersey City (NJ); Hybrid; USD 80,000 - 130,000; Full time

Job summary

Global Advisers, LLC in Jersey City seeks a Financial Advisor to guide individuals, families, and executives in investment management and financial planning. The role blends advice, relationship management, and business development with a focus on durable client relationships.

You will lead meetings, tailor goals-based plans, and coordinate with investment, planning, and operations teams to implement recommendations. Hybrid full-time position with a client-first, compliant approach.

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.
• 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.

Responsibilities

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• 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.

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

Job description

Global Advisers, LLC in Jersey City seeks a Financial Advisor to guide individuals, families, and executives in investment management and financial planning. The role blends advice, relationship management, and business development with a focus on durable client relationships.

You will lead meetings, tailor goals-based plans, and coordinate with investment, planning, and operations teams to implement recommendations. Hybrid full-time position with a client-first, compliant approach.