Wealth Advisor: Planning, Investing & Relationships (DC)

Global Advisers, LLC; Washington (District of Columbia); Hybrid; USD 90,000 - 160,000; Full time

Job summary

Global Advisers, LLC in Washington, DC seeks an experienced Financial Advisor to guide individuals, families, executives, and business owners in investments and comprehensive financial planning. You will build durable client relationships while delivering thoughtful advice and coordinated implementation.

The role requires a minimum of three years in financial advisory or related fields, Series 65 licensing, and strong communication and integrity. A CFP certification is preferred.

Qualifications

• Bachelor's degree or equivalent professional experience is required.
• Series 65 license is required at hire or within permitted period.
• CFP certification or progress toward CFP preferred.

Responsibilities

• 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 and liquidity decisions.
• Lead client meetings and clearly communicate recommendations, including tradeoffs and implementation priorities.
• Develop new client relationships through referrals, networks, prospect meetings, and firm-supported business development.
• Coordinate with investments, planning, operations, compliance, insurance, and outside resources when specialized expertise is needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

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

Series 65 license

CFP certification (preferred)

Job description

Global Advisers, LLC in Washington, DC seeks an experienced Financial Advisor to guide individuals, families, executives, and business owners in investments and comprehensive financial planning. You will build durable client relationships while delivering thoughtful advice and coordinated implementation.

The role requires a minimum of three years in financial advisory or related fields, Series 65 licensing, and strong communication and integrity. A CFP certification is preferred.