Wealth Advisor - NYC Hybrid, High-Impact Planning

Global Advisers, LLC; New York (NY); Hybrid; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Global Advisers, LLC in New York City (Wall Street) seeks an experienced Financial Advisor to deliver goals-based financial planning and investment guidance for individuals, families, executives, and business owners. You will build and deepen client relationships, manage investment strategies, and coordinate with specialists to implement tailored solutions.

The role emphasizes accurate analysis, proactive communication, and high professional standards in a hybrid, full-time setting.

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.

Aufgaben

• 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.

Kenntnisse

Financial Planning

Client Relationship Management

Business Development

Investment Knowledge

Communication Skills

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Global Advisers, LLC in New York City (Wall Street) seeks an experienced Financial Advisor to deliver goals-based financial planning and investment guidance for individuals, families, executives, and business owners. You will build and deepen client relationships, manage investment strategies, and coordinate with specialists to implement tailored solutions.

The role emphasizes accurate analysis, proactive communication, and high professional standards in a hybrid, full-time setting.