Wealth Advisor - Hybrid | West Palm Beach

Global Advisers, LLC; West Palm Beach (FL); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Global Advisers, LLC in West Palm Beach, FL, is seeking an experienced Financial Advisor to guide individuals, families, executives, and business owners on investment management and comprehensive financial planning. The role emphasizes durable client relationships, sound judgment, collaborative work, and high standards of service across advisory disciplines.

You will lead meetings, tailor strategies to risk tolerance, and coordinate with specialists to implement plans while maintaining detailed

Qualifications

• Bachelor's degree or equivalent professional experience.
• Series 65 required at hire or within permitted period.
• 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.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other financial 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.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professionals when needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Skills

Client relationships

Investment knowledge

Communication skills

Professional integrity

Team collaboration

Education

Bachelor's degree or equivalent

CFP certification or progress toward CFP

Job description

Global Advisers, LLC in West Palm Beach, FL, is seeking an experienced Financial Advisor to guide individuals, families, executives, and business owners on investment management and comprehensive financial planning. The role emphasizes durable client relationships, sound judgment, collaborative work, and high standards of service across advisory disciplines.

You will lead meetings, tailor strategies to risk tolerance, and coordinate with specialists to implement plans while maintaining detailed