Wealth Advisor: Planning, Investments & Client Growth

Global Advisers, LLC; Conshohocken (Montgomery County); Sur place; USD 85 000 - 140 000; Plein temps

Résumé du poste

Global Advisers, LLC in Conshohocken, PA seeks a Financial Advisor to advise individuals, families, executives, and business owners in investment management and financial planning. You will build durable client relationships, manage meetings, and coordinate with specialists to meet client goals.

The role combines advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, and high standards of accuracy and service.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 3+ years of financial-advisory or closely related client-facing experience.
• Demonstrated ability to develop, retain, and deepen client relationships.
• Series 65 required at hire or per law.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.

Responsabilités

• 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, 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 resources as needed.
• Maintain complete client records and adhere to regulatory, privacy, and firm requirements.

Connaissances

Relationship management

Communication skills

Judgment

Professional integrity

Collaboration

Business development

Formation

Bachelor’s degree or equivalent experience

Description du poste

Global Advisers, LLC in Conshohocken, PA seeks a Financial Advisor to advise individuals, families, executives, and business owners in investment management and financial planning. You will build durable client relationships, manage meetings, and coordinate with specialists to meet client goals.

The role combines advice, relationship management, business development, and coordinated implementation, requiring sound judgment, collaboration, and high standards of accuracy and service.